GPS Economic Update and CARE Investment Philosophy

Date: 03-Mar-2016
Capacity: Not Set (0% booked)


FREE SEMINAR: GPS Economic Update & CARE Investment Strategy

The Investment Philosophy where good behaviour and SMART decisions make all the difference

  • Are you concerned that your Investments are not being managed in your best interests?
  • Do you want your investments looked after by reputable, knowledgeable and trustworthy financial advisers?
  • Do you want to be able to sleep at night knowing your investments and retirement strategy is in good hands?
  • Do you want the truth about what is going on in the economic world but in plain English so that you know exactly what to do with your investments?

If you answered yes to all of these questions then this event is a must to start 2016 off on the right foot

The CARE Investment Philosophy believes that 50% of your returns are made up by your investment behaviour. 45% of your return is to do with asset allocation and the remaining 5% is timing and selection.

What will you learn?

  • What is the CARE Investment Strategy and what does it mean for your investments?
  • How to ensure your investments are protected against market risk?
  • How to invest in Active Assets without the stress of volatility?
  • Why Reserves are so important to your strategy and how to know how much to reserve?
  • How to achieve Enhanced returns on your portfolio?
  • What is the Dalbar study and why is it important to you?
  • An Economic update, in plain English, that you can apply to your investment strategy?

What is the CARE Investment Philosophy?

Fundamental to the CARE Investment Philosophy is what is known as the DALBAR Study. The original DALBAR Study was conducted between 1980 to 2000 in the USA on the top 500 US listed companies. The study found that the average return over that 20 year time period for the 500 companies was a 12% return. Do you know what the return was for investors over the same period? It was around 4% over the same 20 year period! That’s a poor average investor return. The number one reason for the 8% difference was bad investor behaviour.

Who will be presenting?

Rob McGregorRob invented the CARE Investment Philosophy over the last 15 years and successfully managed $100m in clients' funds during the GFC.

Emmanuel CalligerisEmmanuel is Chairman of the CARE Investment Committee. Emmanuel holds a degree in economics and previously had 20 years' experience as Chief Investment Officer for OnePath Investments (the investment arm of ANZ Bank) and was responsible for $13 Billion of funds under management.

It's peace of mind to know that we have industry experts on the CARE Investment Committee overseeing the CARE Investment Philosophy and liaising with our high quality Australian investment provider partners. Their primary role is to both protect and grow your wealth. The information contained in this document has been provided as general advice only. The contents of this document have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned in this document, consult your GPS Wealth Ltd financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

These services are provided through
Wholistic Financial Coaching Pty Ltd a
Corporate Authorised Representative of GPS Weath Ltd.
AFSL 254544 | Australian Credit Licence 254 544 | ABN 17 005 482 726


• Required




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Secure your seats now!

When: 3rd March 2016
Where:The Tradies Quality Hotel, Dickson 
                Cnr Badham St & Cape St, Dickson
Time: 6:15pm for a 6:30 start
Cost: FREE

Subscribe to: Sept 2015 Pathways To Wealth