Wealth Management

Once we have provided you with detailed financial and investment advice, although you are not obliged to invest your funds or implement your new financial arrangements with us – a large part of our activity is doing that for our clients.

Because we provide comprehensive and specific financial and investment advice, we provide a comprehensive wealth management service – to enable you to get us to establish your new financial arrangements. Our service provides administrative support and investment management expertise to you to assist you to ensure your advice is effected fully and correctly and your arrangements re monitored and modified as required over time so as to allow you to meet your financial objectives.

Our super and investment team provide comprehensive wealth management services. Including:

• Preparation of specific investment advice (refer to financial planning)
• Undertaking of all asset administration services to keep track of all the information relating to your portfolio - the maintenance of all substantiation records for your accountant and the Australian Tax Office (including electronic back up and disaster recovery).
• Provision of comprehensive consolidated reporting of your portfolio on regular basis as preferred by you.
• Provision of consolidated, valuation income and imputation credit reporting to your accountant and SMSF auditor as required
• Effect all asset purchases and sales (financial assets) including retail and wholesale managed funds, listed property trusts, Australian listed Direct Shares, listed Australian Fixed interest securities.
• Ongoing investment advice provided on a regular basis as required, including asset specific buy / sell / hold and asset class buy / sell / hold written recommendations.
• Provision of financial reports to family, accountants, lawyers (including for probate) to outline the value of a portfolio (depending on circumstances).

We do not deal in direct international securities or direct property. We do advise on appropriate financial arrangements for investing in property, however you should consult a licensed real estate agent for advice elating to a specific property. We do provide advice and deal in commercial and retail property trusts and listed property trusts. We are able to refer you to a broker who can provide international direct share advice and effect transactions. We normally recommend managed funds in this asset class due to the information costs and risk and the transaction costs and Australian resident tax compliance administration costs.