We know, based upon the surveys we conduct and the feedback you give us, that there are many of you who want to get into to Managed Funds but really don't know where to start.
As smart and savvy investors, you know that you need to have a balanced investment portfolio in terms of when you need to have access to your cash (On Call for emergencies, Term Deposits for money needed in a few months time, and possibly Managed Funds for retirement etc). However some people find Managed Funds a little daunting, particularly because we don't offer advice. Our approach is to educate as opposed to advise.
Later this month we shall be bringing some new resources to our website that we believe will help you get into Managed Funds.
We are going to offer all of our customers the opportunity to take part in a webinar where Tim Hewson, of RaboPlus Australia, will be walking you through our "Managed Funds 101 course". Tim will be taking you through the where, what, why, how and when fundamentals of Managed Funds.
Following on from the webinar, we'll also be posting a series of video interviews on our site. Diana Clement, a freelance finance journalist who writes for ActiveMoney, has interviewed some of the Fund Providers we work with, asking a range of questions about Managed Funds 101 – the sort of questions you may ask if looking to get into Managed Funds for the first time.
Let us know what you think of the webinar and videos – we'd appreciate your feedback and, as always, any suggestions you have for us on Managed Funds or any aspects of our services.