Investment Advice and Portfolio Management Services
Portfolio Management with Private Managed Accounts
Suitable for investment portfolios above $200,000.
Features
- Tactical asset allocation using forward-looking forecasting models.
- Portfolios reviewed 6 monthly (or as required) with an annual face-to-face review meeting, or if you prefer a 1 hour telephone discussion to review whether your current investments and asset allocations match your risk/return profile.
- Portfolio performance reports. Full transaction summaries on request.
- Transactions agreed to before they are actioned. Communication via email, no paper work.
- Web-based reporting allowing you to view your investments at any time from a secure web site (128 bit encryption).
- Ability to transfer existing investment holdings into the custodial wrap reporting system.
- Investments and share scripts are held in a custodial company (independently audited) allowing reduced paper work, access to wholesale brokerage rates and access to funds that may have a minimum investment level that you would not otherwise qualify for.
- Tax Summaries - end of tax year reports, clear reporting allowing completing tax returns to be a
paint-by-numbers exercise. - Monthly email newsletter on market events and general economic views.
- No more than 80 clients per adviser to ensure you get personalised service
- Adviser and platform fees are clearly reported allowing transparency and fees are tax deductible to the client.
For a breakdown of the fees charged please refer to our adviser Disclosure Statement.
Second Opinion - FREE Appraisal of your Existing Portfolio
You may be concerned that your investments are not sufficiently diversified and may have dropped more than you expected during the Global Financial Crisis of 2007/2008. Would you like a second opinion on your investments. We will give you an overview on whether the spread of your investments is suited to your risk return profile and objectives.
What this offer covers:
- A psychometric test of your risk tolerance
- Analysing if the portfolio asset allocation is within the recommended risk band: too risky, or not enough
- Based on the current asset allocation whether the expected return is high enough for the level of risk: too low, or not enough.
Please click here to email us or phone Richard Renfrew on 04 471 0662
For a detailed report looking at the individual funds in your investment portfolio, providing research summaries (where available) then we do charge a fee of $160 (plus GST) per hour for this service.
