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Your Private Client Adviser is your key to the door of our services. They not only provide you with ongoing personal financial advice that is the outcome of the best thinking from all of our advisory team, they will manage all other aspects of our relationship:
- Integrating your needs with our Investment and Administration & Reporting Teams
- Managing any questions or issues you might have
- Keeping you up to date with wealth management changes
- Liaising with your accountant
Your portfolio(s) – SMSF, individual, trust or company – will be individually designed and directly managed. This is the only way to have your needs met in a risk-conscious manner and your tax managed.
- Four pre-mixed and almost unlimited bespoke portfolio strategies, including ESG
- Client-directed portfolios: you choose the securities, we do the rest
- Almost unlimited customisation within seven major sub-portfolios
- Active tax-management
Saving you hours of time and hassle in the mundane but exacting, this is the bundle that few others provide, including:
- A suite of dynamic, secure, daily updated on-line reports
- Trading, settlements, pension and other payments
- Record keeping of investments we don’t manage
- Independent and individual audit of your portfolios
