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Property NXT Presents: Mastering a diverse portfolio: Property and Shares

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Property NXT Presents: Mastering a diverse portfolio: Property and Shares

April 9, 2025

As global investors in today's dynamic economic landscape, focusing on diverse asset classes presents significant opportunities for growth and stability. Join us for an insightful event focused on strategically blending Australian property and global investments to build a truly robust and resilient portfolio for overseas investors. Wed 21st May, 6 - 8Pm 1880 Singapore

  • Understand the costs and benefits of each asset class to make more informed decisions on your investing.
  • Gain actionable insights into building a diversified portfolio.
  • Receive practical guidance through real-world case studies.
  • Learn how to leverage both property and shares to build your wealth.
  • Get answers to your specific investment questions.

Agenda:

Practical Investment Strategies to address specific portfolio imbalances or status. We’ll explore scenarios like:

  • I have property, how could I diversify into shares: costs, benefits, and practical strategies.
  • I have shares, how could I diversify into real estate: costs, benefits, and navigating the market.
  • I have surplus cash building up in the bank, how could I invest that to maximise my wealth and minimise tax?

We’ll dive into case studies tailored to varying levels of savings that include:

  • $250,000 investment strategies.
  • $500,000 investment strategies.

The Power of Diversification Understand how diversified portfolios, with both property and shares, historically demonstrate reduced volatility compared to single-asset investments, especially during market downturns. Real Estate as an Inflation Hedge Discover how real estate consistently proves to be a powerful hedge against inflation, supported by the long-term growth of median home values.

What you can expect:

6 – 6:30PM – Arrival, casual canapés and drinks6.30 – 7:15PM – Presentations and Q&A covering:

  • Overview of Financial Asset Class and Real Estate Asset Class investing
  • Practical investing strategies and case studies
  • Opportunities of a diverse portfolio

7:15 – 8PM – Mingling opportunity with Luke, Jamie & Cilla

MEET THE SPEAKERS

Jamie Burgmann Partner, St James’ Place

Jamie is an Australian Expat financial advisor in Singapore, with over 12 years experience banking, advisory, trading, and asset management, gained through my work with leading financial institutions across Australia, including Macquarie Private Bank, and in Singapore. Jamie helps manage his clients investments, structuring these investment assets and designing portfolios that build wealth and manage tax effectively.

Luke Pervan Co-Founder, Property NXT

Luke has over 20 years’ experience in Australian Real Estate, owning and operating his own company specialising in Residential and Commercial Real estate. He also worked with some of the biggest brands in the industry like LJ Hooker. Throughout his career Luke has guided clients in navigating hundreds of millions of dollars of all types of Real Estate. Don't miss this opportunity to gain the knowledge and tools to secure your financial future as an overseas investor.

As global investors in today's dynamic economic landscape, focusing on diverse asset classes presents significant opportunities for growth and stability. Join us for an insightful event focused on strategically blending Australian property and global investments to build a truly robust and resilient portfolio for overseas investors. Wed 21st May, 6 - 8Pm 1880 Singapore

  • Understand the costs and benefits of each asset class to make more informed decisions on your investing.
  • Gain actionable insights into building a diversified portfolio.
  • Receive practical guidance through real-world case studies.
  • Learn how to leverage both property and shares to build your wealth.
  • Get answers to your specific investment questions.

Agenda:

Practical Investment Strategies to address specific portfolio imbalances or status. We’ll explore scenarios like:

  • I have property, how could I diversify into shares: costs, benefits, and practical strategies.
  • I have shares, how could I diversify into real estate: costs, benefits, and navigating the market.
  • I have surplus cash building up in the bank, how could I invest that to maximise my wealth and minimise tax?

We’ll dive into case studies tailored to varying levels of savings that include:

  • $250,000 investment strategies.
  • $500,000 investment strategies.

The Power of Diversification Understand how diversified portfolios, with both property and shares, historically demonstrate reduced volatility compared to single-asset investments, especially during market downturns. Real Estate as an Inflation Hedge Discover how real estate consistently proves to be a powerful hedge against inflation, supported by the long-term growth of median home values.

What you can expect:

6 – 6:30PM – Arrival, casual canapés and drinks6.30 – 7:15PM – Presentations and Q&A covering:

  • Overview of Financial Asset Class and Real Estate Asset Class investing
  • Practical investing strategies and case studies
  • Opportunities of a diverse portfolio

7:15 – 8PM – Mingling opportunity with Luke, Jamie & Cilla

MEET THE SPEAKERS

Jamie Burgmann Partner, St James’ Place

Jamie is an Australian Expat financial advisor in Singapore, with over 12 years experience banking, advisory, trading, and asset management, gained through my work with leading financial institutions across Australia, including Macquarie Private Bank, and in Singapore. Jamie helps manage his clients investments, structuring these investment assets and designing portfolios that build wealth and manage tax effectively.

Luke Pervan Co-Founder, Property NXT

Luke has over 20 years’ experience in Australian Real Estate, owning and operating his own company specialising in Residential and Commercial Real estate. He also worked with some of the biggest brands in the industry like LJ Hooker. Throughout his career Luke has guided clients in navigating hundreds of millions of dollars of all types of Real Estate. Don't miss this opportunity to gain the knowledge and tools to secure your financial future as an overseas investor.

Custom sessions for private portfolios.

If our scheduled events do not align with your timeline, we offer bespoke consultations to
discuss your investment objectives in detail.
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