Products & Services

We offer a wide range of services and products to build clients’ private wealth and meet their investment objectives.

At Broadbent Financial we provide the following services:

Risk Profile and Asset Allocation: are reviewed and an investment strategy is developed to suit a clients’ specific needs. It is reviewed and monitored periodically, preferably in face-to-face meetings.

Australian Shares: we focus on high quality, profitable, well-managed companies to form the nucleus of client portfolios. These are actively managed to maximize returns and to take advantage of market fluctuations.

Fixed Income: we can advise on and facilitate trading in listed hybrids and term deposits within an appropriate asset allocation.

Managed Funds: we only use them sparingly to gain access to Asian and emerging markets.

Call Options: we sell call options over shares to generate additional income for clients. It is a defensive strategy that enhances returns and is favoured by many clients.

Margin Lending: through our relationship with ANZ we can offer a very competitive interest rate for your lending requirements.

Cash Investments: we use ANZ V2 Plus bank account to settle share transactions and for the collection of dividends. This account has an attractive interest rate which is paid quarterly.

IPO’s & capital raisings: clients can access initial public offerings and capital raisings from more than 10 investment banks across the market.

Self Managed Super Funds (SMSF): we are able to provide investment advice to maximise the longer term benefits of investing within this tax effective framework. We can also aid in the construction of an investment strategy to meet future retirement goals.

Extensive Research: 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.

Online access: you can access live quotes, watchlists and ASX announcements. In addition, clients can view their portfolios, trading transactions and their cash balance.

Portfolio Services: via Praemium clients will have daily access to superior portfolio monitoring and performance reporting through our web site. It also provides tax reporting with optimised capital gains tax reporting at its core – one of the reasons Praemium is favoured by most accountants.

Other Services: for detailed financial planning, accounting and legal work we can put you in touch with other professionals to help you achieve your personal and financial goals.