Investments

After your initial meeting your assets are reviewed and an investment strategy is developed to suit your specific needs. It is then reviewed and monitored periodically, preferably in face-to-face meetings.

A daily share market email is available which incorporates an overnight market summary, stocks to watch and recommendations. We find this a very effective client communication tool which enhances client’s market knowledge if desired.

Via an online portal clients will have daily access to superior portfolio management ​and performance reporting through our website. It also provides tax reporting with optimised capital gains tax reporting at its core.

Clients can access live quotes, watch lists and ASX announcements all via the portal on our website. In addition, clients can view their portfolios and performance and everything required for financial reporting - transactions, realised and unrealised gains reports, income reports and cash statements.