Private Asset Management
Broadbent Financial evolved from the desire to provide better solutions for clients and to offer better value financial services where client’s interests are at the core. At Broadbent Financial, we provide a full Private Asset Management service which is personal and transparent. Advice is available on all aspects relating to the management of private financial wealth.
Our objective is to grow the value of your assets over time through a combination of careful structuring, asset allocation, investment selection and meticulous performance and tax reporting. All clients have access to a broad range of research, state-of-the-art web sites and investment capabilities, as well as a variety of structured products and floats if appropriate.
The Strength of Private Asset Management Advice
Broadbent Financial is an Australian owned financial services company. We do not support any specific product, firm or investment strategy. Client interests prevail above all else because we are not conflicted by a larger organisation’s often vested interests.
This brings real benefits to you that reach far beyond better advice. The benefits extend into every aspect of the business you conduct at our firm. You have an experienced advisor operating within the market as an agent on your behalf. Quality, uncomplicated advice to navigate through markets now and into the future.
Our Financial Services
Broadbent Financial aims to deliver highly attentive advice-driven financial service to the city of Melbourne and beyond. Regardless of the size of your portfolio or the attitude you have towards your wealth, Broadbent Financial is focused on delivering results through simple and transparent advice. All client portfolios are fully reviewed at least every fortnight.
To deliver first class financial services, it is imperative that we gain a total understanding of your circumstances, family, aspirations, needs, and requirements. This is matched to your available resources and an acceptable investment profile.
The fact we invest client’s funds directly and have lower overheads means we can charge significantly lower fees than investment banks and wrap style investment platforms.
Security of Investments
All investments are held in our clients' own names – we do not hold custody over any client assets.
Our domestic back office functions and clearing are outsourced to a division of the Australian & New Zealand Bank (ANZ).