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Understanding a Fund and the Top 5 Principles for Investing Success

with Aditi Grover, Client Sales Executive at Vanguard Australia

Wednesday, September 21 2022

7:30 PM - 8:30 PM AEST    |      $ 35 AUD

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We get it, the world of finances can be jargony and sometimes snooooozy 😴 (why so many acronyms)! So we have asked Aditi Grover who works at Vanguard one of the biggest investment companies in the world to come and break it down us in 'normal' language.

She will explain:

- What is a fund (ETF vs managed fund)

- Examples of what's in different funds and how you can find out

PLUS she will discuss the five important things you should consider when investing:

- Find the right blend to meet your goals

- Stay the course

- Diversify your assets

- Contribute regularly to build your wealth / power of compounding

- Control what you can

ABOUT THE SPEAKER

Aditi Grover, Vanguard

Aditi Grover is a Client Sales Executive at Vanguard Australia. In this role, Aditi is responsible for retail distribution to financial advisers in New South Wales, including institutionally aligned dealer groups, independent financial advisers, and various boutique financial planning groups.

Prior to joining Vanguard in August 2018, Aditi gained over six years of experience in investments, advice, client services, client relationship management, and business development in roles held at BetaShares and Absolute Wealth Advisors. Aditi holds a Bachelor of Commerce (Finance, Commercial Law, Tax and Accounting) and a Graduate Diploma of Commerce both from the University of Auckland and holds a Certified Investment Management Analyst (CIMA) accreditation.

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The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.