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