Would you like a more structured approach to investing?
We offer tailored investment portfolios containing Direct Shares and Term Deposits that are personalised to your risk preference. The implementation of these portfolios is carried out on a weekly basis ensuring that your portfolio risk is minimised and that investments held are suitable to current market conditions.
Portfolios are reviewed on a quarterly basis to realign them with your objectives and ensure that the least amount of risk is taken to achieve your targeted rates of return. Our portfolios are suitable for clients of any age group and can combine the weekly portfolio management service both outside and within super.
The Weekly Portfolio Management Advice and Implementation service starts from $275 per month.
We can provide you with Peace of Mind over your investment portfolio, allowing you to spend time on the other things.