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 Seminar Presentations 

Scott Francis and Scott Keefer regularly deliver presentations to clients, prospective clients and other interested groups.  This page provides details of and materials from these presentations.

 IEEE Presentation - Simple Steps to Financial Success in the Current Climate 
Simple Steps to Financial Success in the Current Climate

On Tuesday 2nd December 2008, Scott Francis & Scott Keefer conducted a presentation for members and friends of the Institute of Electrical and Electronic Engineers.

The presentation looked at:
  • The habits of building wealth
  • Building an investment portfolio
    • 3 Key decisions:
      • Asset Allocation
      • Keeping fees low
      • Active v passive investment approach
  • A synopsis of the current market situation and the impact on building portfolios
 Debt Crisis - Client Presentation 
Debt Crisis - Client Presentation & Teleconference

On Wednesday 24th September & Thursday 25th September, Scott Francis conducted a presentation for any interested clients on the Debt Crisis or Credit Crunch which is currently gripping world investment markets.  Please click on the link to download a copy of the PowerPoint presentation.

 Australian Investors' Association - 2008 National Conference 

Scott Francis was involved in a number of presentations at the 2008 Australian Investor's Association National Conference.  He conducted a 3 hour novice investor presentation on Sunday 27th July, presented a seminar on Asset Allocation & Correlations on Tuesday 29th July and was involved in a panel discussion on issues for investors on Wednesday 30th July.

The following videos were taken from Scott's presentation on Asset Allocation & Correlations:

Part 1 
Part 2 
Part 3 
Part 4 
Part 5 
Part 6 
Scott Francis' articles in the Eureka Report 

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

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