Portfolio Management

We understand every investor is different. Depending upon your level of confidence and size of your portfolio we have a range of management services to meet your needs and stage of life.

Equity management is a service ideally suited to those requiring a managed approach while retaining direct control of their investments. We all lead busy and active lives, the service we provide gives you the comfort that investment choices are made with your consent thus providing an investment solution for those requiring a hands-off approach while still retaining direct ownership.

 

Portfolio Management Combines:

Financial Adviser

Priority access to your Financial Adviser with the knowledge, expertise and skills to identify and assist you in achieving your lifestyle goal and objectives.

Planning Review

Ongoing financial planning reviews of your Investment goals and assessment of your overall investment portfolio to ensure that it continues to align to your personal circumstances and is on track to achieve your goals.

Management

Equity portfolio management with direct access to your dedicated Equities Adviser for advice on corporate actions, stock alerts and portfolio performance analysis.

Administration

Professional assistance in the set up and establishment of cash and trading accounts for use with ANZ, our primary trading platform.

Online Access

Client Investor portal to access and view your investment portfolio performance, essential documents messages and historical notices.