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Event Five: Asset Allocation


Football Formation Asset Allocation

Any world-class football team has great individual players.

It’s the team and the combination of the individual players that make teams so great, the right balance of defenders, attackers and a goalkeeper.

If your team was made up of just goalkeepers, you wouldn’t score many goals. The most important investment decision you make is the long-term mix of assets you hold.

These assets also need great individual performers that work together as a team.

Combining the talents of each asset will mean together collectively you will have a world-class performing portfolio.

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4 January

Event Four: Financial Planning