The long term impact of annual income draw downs from your ARF – What are the risks?

Harvest Financial Services Limited hosted a briefing this morning which looked at the impact over time of the annual income draw down  from an  ARF on  funds and investment ideas to  mitigate such impact.

Our Investment Director Terry Devitt discussed risks associated with low investment returns on the long term sustainability of the capital value of an ARF and outlined investment ideas to manage this risk.

We were delighted to have secured the participation of Nick Bullman to speak at our event.  Nick is a regular contributor to Newstalk 106-108 FM, Reuters, The Financial Times, Bloomberg, The Sunday Business Post and CNN. His business, CheckRisk is a leading provider of financial risk management consulting services to institutional clients. Nick gave an excellent outlook  at the broader economic risks and how they might impact investors.

To view a copy of the slides please click here

We would like to  express our sincere thanks to Nick for speaking at our event.