May 2026 Investment Forum Roadshow

From 20 to 26 May, our team was on the road connecting with clients across Sydney, Rockhampton and Melbourne for our Client Investment Forum roadshow, including hosting our Rockhampton forum at a beautiful new venue.

The sessions provided a timely focus on navigating current market conditions and preparing for the end of the financial year with clarity and confidence.

Bringing together our Investment and Advisory teams, the forums centred on two key themes: understanding the forces shaping today’s markets and identifying practical strategies to make the most of year-end opportunities.

Market and Economic Update

Each forum opened with a comprehensive overview of global and domestic market conditions, presented by Samuel Chandra, Senior Investment and Research Specialist.

Samuel unpacked the key economic developments shaping the current environment and how evolving market dynamics are influencing portfolio positioning. Clients gained a clearer understanding of how we’re actively managing portfolios, balancing risk while identifying opportunities, while keeping investments aligned with both short-term conditions and long-term objectives.

The session was complemented by an engaging Q&A featuring our broader research team, giving clients the opportunity to explore market trends in more depth and gain greater clarity on the outlook.

Year-End Strategies and Considerations

Following the market update, Andrew Biviano, Head of Advice, led the discussion alongside our Advisory teams, sharing practical insights into year-end planning strategies.

These sessions highlighted key considerations ahead of EOFY, helping clients feel more informed and confident in their decision-making. The team also unpacked the 2026 Federal Budget, providing a clear overview of its implications for taxation, investment and broader wealth planning.

The focus throughout was on ensuring clients are well positioned to take advantage of available opportunities while keeping their long-term financial goals front of mind.

Thank You for Joining Us

Thank you to everyone who joined us for our recent Client Investment Forum roadshow. We value the opportunity to connect and support your financial confidence as we approach the end of the financial year.

These discussions reinforced key themes from the forums, provided clarity on individual circumstances, and highlighted the importance of proactive, informed decision-making.

We look forward to welcoming you to our next Investment Forum roadshow later this year. In the meantime, our team will be hosting a series of market update webinars, keep an eye on your inbox for registration details.

If you know someone who could benefit from expert financial guidance, we’d welcome the introduction, our team is here to help.

Alteris Financial Group Pty Ltd (ABN 59 133 479 115) holder of AFSL No.402370. The information contained in this article is general in nature and does not take into account your personal circumstances. We recommend you consult a financial adviser whose advice will take into account your particular objectives, financial situation and individual needs.