Client Investment Seminars – May 2025

In May, we hosted our latest Client Seminars in Sydney, Melbourne, and Rockhampton, bringing together clients for timely updates on the current investment landscape and insights into our partnership with JANA. All three events were well attended by engaged clients and provided valuable opportunities for learning and connection.

Navigating Markets: Insights from Danny Wong

Each seminar began with a market and economic update from Danny Wong (Manager, Research, Alteris Financial Group), who shared insights into global and domestic trends, portfolio positioning, and potential opportunities in a volatile environment. Clients appreciated Danny’s clear and practical approach to navigating uncertainty.

Spotlight on JANA: Strategic thinking in action

In Sydney, we were joined by Michael Karagianis (Head of Wealth, JANA), whose calm and confident delivery resonated strongly with attendees. One client shared, “Listening to Michael gave me a lot of confidence. He explained the update very clearly.” In Melbourne, David Wilson (Senior Consultant, JANA) offered a deep look into JANA’s strategic process, helping clients better understand how their portfolios are constructed and managed.

Each event concluded with a Q&A session, giving clients the chance to engage directly with the presenters and team. This interactive segment was especially valued for offering deeper clarity on key topics and in-depth responses to individual investment questions.

Thank you for joining us

Thank you to everyone who joined us, and to our speakers for sharing their expertise. We look forward to continuing these conversations and delivering more sessions that support your financial confidence and long-term goals.

If you know someone who could benefit from expert financial guidance, please don’t hesitate to connect them with our team—we’re here to help.