Investment Advice and Portfolio Management Services

Portfolio Management with Private Managed Accounts

Suitable for investment portfolios above $200,000.

Features

Tactical asset allocation using robust forward-looking forecasting models.
Investment portfolios reviewed 6 monthly (or as required) with an annual face-to-face review meeting, or if you prefer a telephone discussion to review whether your current investments and asset allocations match your risk/return profile.
Structuring your investment portfolio to take advantage of the foreign investment fund regime rules.
Investment portfolio performance reports. Full transaction summaries on request.
Transactions agreed to before they are implemented and communicated 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 (ly audited) allowing reduced paper work, access to wholesale management fees and access to investment 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 investment market events and general economic views.
No more than 80 clients per adviser to ensure you get personalised service
Financial adviser and platform fees are clearly reported allowing transparency and the ability for these to be tax deductible to the client.

For a breakdown of the adviser fees charged please refer to our financial advisers Disclosure Statement.

Have you had any of the following concerns:

you don't believe your adviser is , they may be aligned to a bank, or other financial institution
that your investments may not be sufficiently diversified
your investments dropped more than you expected during the Global Financial Crisis of 2007/2008
you are not getting personal service, you are just a number
you are with a bank and your adviser keeps changing
you would like a second opinion on your investment portfolio

We will give you an overview on whether the spread of your investments is suited to your risk return profile and objectives.

For further information on this service please refer to investment portfolio second opinion.