Handout for IPA Congress 2023

1. It’s about You. Your goals, Your Life

2. Local
Not aligned to large institutions. With all staff
located in Perth
Not conflicted
We are self-licensed
We are not swayed to use specific
products recommended by a licensee.
Quality investment and
strategic advice
Award winning.
Established in 2005
Our primary aim is to
develop lifetime plans for
clients by clearly
understanding their
personal situations and
financial goals. Our first step
is to understand their values
and their most important
goals so the decisions they
make are aligned to things
that matter most to them.
About us

3. Diversification – not putting all your eggs in one basket
There’s no
clear trend in
performance
Impossible
to pick
winners, year
on year
What if we follow the performance of Australian Shares over the course of 30 years…

4. Can investment results be attributed to skillor luck?
Active vs. Passive
Regardless of asset
class/style focus, active
management
outperformance is
relatively short-lived
What does this mean?
Independent research
Of the top quartile performers, not a single fund remained in
the top quartile in each of the five subsequent years

5. Does investment time horizon matter?

6. Does time matter?

7. Finance
Column of
the paper
Stock tips
from mates
Television
Books
Advertisements
None of these sources of information
have considered your personal goals and
objectives
without this there is no guiding principles
in developing and investment strategy

8. Peter Lam
Principal
Peter.lam@argurion.com.au
Mobile: 0411 807 108
https://www.linkedin.com/in/p
eterlam1/
Chris Craggs
Principal
Chris.craggs@argurion.com.au
Mobile: 0402 102 763
https://www.linkedin.com/in/ch
ris-craggs-5167a631/
Get in touch to manage risk for your clients
www.argurion.com.au
1300 865 188

9. The technical (complicated) version