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LPAC Leaders Retreat – Fiji 2014: "Using Direct Investing to Build Practice Value"

retreat1The 2014 LPAC Leaders Retreat was held in the exotic surroundings of the Fiji Intercontinental, Natadola Bay on November 14th to 16th. Attended by leading advisers who flew in from all over Australia, the 3 day event captured the attention with integrated presentations focussing on cutting edge issues around direct investing. SMSF advice was front and centre!

This invitation only event was a strictly "no sponsor" affair with speakers hand-picked for their insights. Topics ranged from new business systems for direct investing (like MDA's and model portfolios) through to detail training covering the intricacies of:

• Small cap portfolios

• Hybrids

• Model equity portfolios

• ETFs

• Dynamic Asset Allocation

• Protected Equity Loans.

 

Best of all – the vibe amongst attendees was amazing.
retreat2retreat3Enabled by knowing that each of the participants is a specialist SMSF and HNW adviser, business models and client value proposition discussions were detailed and open. The networking amongst advisers was one of the highlights, and every attendee is looking forward to the 2015 LPAC Leaders Retreat.

For those of you who didn't make it to the LPAC Leaders Retreat 2014 – look out for details of the 2015 event and in the meantime, you can view each of the presentations by clicking below.

We thank our speakers and participants for their support:

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