a small request for your assistance

Kershaw Gardens ParkGreetings to you all. I trust the information posted on website continues to provide you with additional value.

For an extended period of time prior to the biggest equity market bubble burst in history there had been evidence of significant risks underlying what was an apparently positive environment. Many repeatedly cautioned investors to make sure they weren’t taking more risk than they could stand. But how helpful was that when those comments were apparently proven wrong by continued positive market growth time and time again?

For a long time those advising caution must have sounded like “Peter” … perhaps you may recall the children’s story about the boy-who-cried-wolf.

We all know it’s extremely hard to adopt a more conservative investment strategy when investment returns have been strong. This is true for asset managers and individual investors alike … it’s a painful lesson for those who have experienced loss, but for others there is much to be learnt from the unfortunate and very real experiences of others. The reverse also applies in that its extremely hard to implement or maintain a strategic growth oriented strategy when the investment environment continues receiving so much bad news … in as much the same way that caution was condoned prior to bursting of the biggest equity market bubble in history,… now we are confident that over time the good sustainable returns will return …

Using an analogy:

You can’t hit a home run unless you step up to the plate.

You can’t catch a fish unless you put your line in the water

…only those who are actually in the markets will benefit from that return when it comes.

It is my firm conviction that now is a perfect time to get or regain control of your financial and lifestyle goals. With out clarifying our goals much of the focus on what is important to an individual is clouded by chasing returns - when the essence of the matter should be the real return versus the risks involved.

On March 24 and 26th 2009, I (Dan Smith) am planning to host two complimentary educational financial forums … please don’t think of them as free, just complimentary at my cost … I would appreciate your help in passing this information on to others within the Rockhampton Region.

I believe small groups of up to 12 would be an ideal number for this type of forum; where I will be seeking to workshop and introduce a number of concepts that in my experience, attendees as individuals should regularly consider, in order to get or regain control of their financial and lifestyle goals … no obligation … just solid information … I believe those aged between 18 and 40 will gain most value, but all are welcome to contact me.

If you become aware of people interested but not available on those dates … please let me know … I am prepared to make myself and resources available for other mutually convenient date claimers.

Thank you for reading my note and the small intrusion into your day. I appreciate your time and any help you may be able to provide. To download the flyer, left click on the underlined words following: <<Get Control of YOUR Financial and Lifestyle Goals >>

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Disclosure / Disclaimer: Dan Smith and Plan 2 Prosper are authorised representatives of GWM Adviser Services Ltd ABN 96 002 071 749 trading as MLC financial Planning, Australian Financial Services Licensee (AFSL:230692). The articles being accessed may contain general information and general securities advice. Before making any investment decision on the basis of the articles, you should consider, with or without advice, the contents of the articles in light of your particular investment needs, objectives and financial circumstances.
This entry was posted on Tuesday, March 10th, 2009 at 3:31 pm and is filed under General. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.

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