Tax Planning
Senior Investment Adviser Brendon Gleeson discussing the importance of tax planning.
Manning Asset Management
Manning Asset Management
Private Wealth Adviser Barton Lynch and Josh Manning, Founder and portfolio manager of Manning Asset management, discussing the Manning Income fund and its performance since inception.
Manning Asset Management is a specialist Fixed Income fund manager whose sole focus is the delivery of a strong and regular income stream to its investors through the economic cycle.
Their strategy is simple: aim to be the leading fund manager in the Fixed Income asset class. With over 100 years of collective credit, legal, risk management, debt markets and investment management experience combined with a well-defined governance structure, their team is ready to extract maximum value from the market for clients.
Manning Asset Management is the investment manager for the Manning Monthly Income Fund (the Fund), and the Manning Credit Opportunities Fund Series 1, both Australian domiciled unregistered unit trusts.
Bond Investing
Bond Investing
Private Wealth Adviser Barton Lynch and Executive Director Jenna Labib explaining the different types of bonds available for Investors and their benefits.
Cost v Value
Cost V Value
Senior Investment Adviser Brendon Gleeson from the GP Wealth Team, explaining the cost of financial advice and the value of having personalised advice adds to investors portfolios.
The Financial Planning Process
GP Wealth Team members Brendon & Barton run through some commonly asked questions around the financial planning process.
Explanation on how the process is personalised for each client to meet their goals and objectives.
They also discuss the four key areas and fundamentals of the financial planning process and their importance.
GP Wealth Investment & Strategy Model
GP Wealth Investment & Strategy Model
Brendon Gleeson from the GP Wealth Team, giving an over view as to why our Investment & Strategy model differs from the rest.