Successful Investing in Retirement: 13th October 2017

On Friday 13th October, The Retirement Café held its fourth free event on the topic of Successful Investing for Retirement at the Kings Arms Hotel in Christchurch.

The Retirement Café welcomed highly experienced senior executives from Dimensional Fund Advisors who joined Chartered Wealth Manager, Justin King, to discuss the critical success factors that make investing in retirement a successful experience. Dimensional are fund managers whose investment approach is grounded in economic theory and backed by decades of empirical research.

Martyn Chappell and Spenser Sydow from Dimensional addressed a sell-out audience to explain how their approach to investing is evidence based and founded on a belief that ‘markets work’. Instead of speculating about which will be the next growth stock, or trying to pick funds that may outgrow the market, they adopt a buy and hold strategy that, decades of evidence shows, delivers a more successful investing experience for you.

Read more about our expert panel below.

Spenser Sydow is Senior Associate at Dimensional Fund Advisors. Having spent five years at Dimensional’s head office in Austen working with financial advisers across the USA, she is currently responsible for sharing Dimensional’s insight on what makes for a successful investment with the financial adviser community.

Spenser holds a BS in economics, a BA in political science and an MBA and has previously worked for JP Morgan.

Martyn Chappell works with financial planning practices on behalf of Dimensional Fund Advisors to help provide their clients with a robust and consistent financial planning process that delivers a successful investment experience.

He has more than 15 years of experience working with financial planners, is a Chartered Financial Planner, has achieved Fellowship of the Personal Finance Society and is an affiliate of the Society of Tax and Estate practitioners (STEP). He also holds a bachelor of Business from the University of Brighton, and studied business consultancy at Strathclyde Business School.

Justin King is a Chartered Wealth Manager and holds the Retirement Advice Standard with the Society of Later Life Advisers (SOLLA). He is managing director of MFP Wealth Management, an award-winning firm of pension and retirement advisers based in Mudeford, Christchurch.

Justin specialises in helping people retire successfully. A key element is designing an investment plan that’s aligned to both your personal financial goals and your emotional needs, and helping you stay on track.

Justin believes that investment solutions should be evidence-based and substantiated by world-leading academics and financial economists to give you the best chance of a successful investing experience, and ultimately a successful retirement.

I now feel more confident and positive about my future, as I better understand where my money is invested.

Guest at The Retirement Cafe, October 2017

My husband and I will now be investing some of our savings for retirement.

Guest at The Retirement Cafe, October 2017