To ensure that we convey the best possible counsel and advice, we examine the latest economic and market research from various driving Australian and global research houses. We additionally conduct face-to-face meetings with senior administrators and managers of organisations of potential interest to us. We continually survey fund performance and seek the most promising and secure investments. Our team analyses the economic environment, both worldwide and domestic, in our determination of which asset classes and industry sectors are likely to provide the most favourable outcomes – and our performance confirms this. In any case, we don’t operate and determine this in isolation; we analyse your individual financial risk profile to match our proposals to your objectives.
Astute financial decision-making begins with access to reliable research and relevant current information.
Our portfolio management service offers:
- Individually managed investment portfolios
- Comprehensive tracking of investments held inside and outside superannuation
- The flexibility to accommodate various investment structures
- Timely responses to market opportunities and changing circumstances
- 24/7 secure internet access your investment portfolio, providing you with control over your portfolio and allowing you to make targeted investment decisions – a major advantage over pooled managed funds.
We provide full administration and investment.
This service includes:
- Daily administration
- Continuous revaluation of investments
- Online access to your investment portfolio and individual investments
- Monthly investment portfolio reports
- Very low brokerage rates
- Electronic settlement
- A full investment advice and compliance service for self-managed superannuation funds
We also offer a full administration and compliance service for clients who wish to retain external advisers.