Financial Planners
In conjunction with you, we can offer your clients professional investment management services.
Our managed discretionary accounts are a much better product than unit trusts and managed
investment schemes because you are included in the portfolio construction process (if you wish).
In this way you get to construct better financial plans. Moreover, by recommending our
investment products you will not be worse off and probably better off in terms of revenue.
Less Paperwork
While you can instruct us on how we should construct and manage your client's equity portfolio, we do all the paper work. Using the information provided, we will provide you and your client an easy to understand Statement of Advice that contains an Investment Program that has incorporated your instructions to us.
We remove this risk of litigation because we issue a Statement of Advice on the Australian equity portion of your client's portfolio. Our managed discretionary accounts rely upon the input of financial planning services. Both are complementary to your business.
While you can instruct us on how we should construct and manage your client's equity portfolio, we do all the paper work. Using the information provided, we will provide you and your client an easy to understand Statement of Advice that contains an Investment Program that has incorporated your instructions to us.
We remove this risk of litigation because we issue a Statement of Advice on the Australian equity portion of your client's portfolio. Our managed discretionary accounts rely upon the input of financial planning services. Both are complementary to your business.
