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: we assess a client’s risk profile and develop an asset allocation and investment strategy to suit their specific needs. It is reviewed and monitored periodically, preferably in face-to-face meetings.

Australian Shares: we provide proactive management of share portfolios for our clients, focusing on quality, profitable, well-managed enterprises to form the nucleus of their 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 corporate bonds, bank bills and term deposits within an appropriate asset allocation.

Managed Funds: we have access to a variety of managed fund research houses. Funds are generally utilised to gain access to other asset classes such as international equities, corporate bonds and small cap Australian equities.

Cash Investments: we can facilitate investment in cash investments including Cash Management Trusts (CMT's). This is mainly used to maintain liquidity for further investment and to meet individual cash requirements.

Options & Derivatives: these instruments can be utilised effectively with an appropriate trading or portfolio strategy. Covered call writing is worth exploring to generate substantial cash flows for the portfolio.

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. This can include reviews of your existing superannuation, whether it is a self managed account or not. We can also aid in the establishment of a SMSF and the construction of an investment framework to build up a fund to meet future retirement goals.

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.

Corporate Product - Floats & Placements: being independent allows us to access numerous floats and placements from a variety of investment banks across the market. As a client you will have access to these opportunities.

Margin Lending: offers a flexible line of credit to invest in shares. As an independent we act as your agent to source the most appropriate provider with the most competitive price structure and ensure any lending is appropriate and in line with your risk profile.

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.