We offer a wide range of financial planning services and products to build clients’ private wealth and meet their investment objectives.
After your initial meeting your assets re 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 Praemium clients will have daily access to superior portfolio management 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.
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.
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.