Direct Shares + Portfolio Management
Why Invest?
- Building a nest egg
- Providing independence and flexibility
- Creating a legacy
- Providing comfort and understanding through life changes
- Provide income to support lifestyle
- Looking after loved ones
Investing in the share market can be financially rewarding but the right risk profile, strategy and goals need to be aligned with our knowledge to help ensure success. Whether you have already acquired a portfolio, wish to start one or have inherited shares via an estate we can help ensure the outcomes you wish from holding shares direct are robust and serve to grow your wealth into the future.
Review of underperforming stocks.
We have access to a wide range of high-quality independent research to help determine if your Australian share portfolio needs an overhaul or a tweak and still suitable for your goals
Lets the markets work for you
The market is an effective information-processing machine. Millions of participants buy and sell securities in the world markets every day, and the real-time information they bring helps set prices. Read more here
Ongoing services
Our ongoing advice service is a vital part of ensuring your goals, whatever they may be, actually happen.
Establishing up the initial plan is obviously important but the significance of regular meetings and communication, updates can't be understated.
We have a very proactive approach with full transparency of what we cover for our fees each year, so you are always clear on what our role is and why we do it.
Our fees annually renewable and are opt-in. It is our belief is that if we cannot add any further value to your world then you won't be paying us.
Depending on the level of complexity and desired outcomes, will help determine the level of service and fee payable and all this is agreed to by you before the service commences.
They are a set $ amount pa and maybe tax-deductible. The exact nature of the tax benefit will need to be confirmed by your tax agent or accountant of course.
The ongoing service includes:
- regular meetings/phone calls
- peace of mind your not on your own
- access to your advisor during business hours by phone and email and ZOOM 5 days a week.
- comprehensive portfolio/fund reviews (min of 1 annually)
- review of the original plan and the setting new goals if required
- secure login to your unique digital filing cabinet via our website with live data feeds to keep track of your world 24x7
- regular newsletter/articles
- access to a wide network of trusted local professionals in the Legal/General Insurance/Accounting/Real Estate/Finance fields/Health and many others.