(08) 9381 4444 rstark@smrspl.com.au

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

37 Blythe Avenue   Yokine WA 6060 

Mail   PO Box 2214, Yokine South WA 6060    Email rstark@smrspl.com.au
Phone  (08) 9381 4444   Fax  (08) 9380 4051

Robert Stark CFP AR 239489 & Self Managed Retirement Systems Pty Ltd CAR No 240331
are Authorised Representatives of  Core Financial Services Pty Ltd, ABN 91 607 163 646
AFSL No 480009 Principal Address: 121 Meadowbank Ramble, BULLSBROOK WA 6084

The information contained in this website does not consider your personal circumstances and is of a general nature only.
You should not act on it without first obtaining professional financial advice specific to your circumstances.