Investment Portfolio Service
For clients that do not need ongoing strategic superannuation advice or holistic financial advice, we offer an Investment Portfolio Service.
This service can be of real benefit to clients looking for assistance with asset allocation, ensuring adequate diversification, fixed interest strategies and a long-term investment strategy for their superannuation or ordinary money portfolio.
Our Investment Portfolio Service includes:
- Development of a long term investment strategy
- Development of a strategic asset allocation
- Portfolio construction
- Ongoing reviews (annual or bi-annual)
- Portfolio re-balancing
- Opening of trading or platform accounts
- Linking of bank accounts
- Assistance with tax reporting
- Regular market updates
- Access to comprehensive research