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.Â
- 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.Â
- Get answers to your specific investment questions.
Agenda:
We’ll explore scenarios like:
- I have property, how could I diversify into shares: costs, benefits, and practical strategies.Â
- I have shares, how could I diversify into real estate: costs, benefits, and navigating the market.Â
- 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:Â
- $250,000 investment strategies.
- $500,000 investment strategies.
Understand how diversified portfolios, with both property and shares, historically demonstrate reduced volatility compared to single-asset investments, especially during market downturns.Â
Discover how real estate consistently proves to be a powerful hedge against inflation, supported by the long-term growth of median home values.Â
What you can expect:
6 – 6:30PM – Arrival, casual canapés and drinks
6.30 – 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.Â
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.Â
