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.
Create Tailored Financial Plans
The degree of portfolio tailoring available is immense. This means you can build a portfolio to meet the specific needs of your clients. Moreover, it allows you to fully blend more of our portfolios with that of our rivals, thereby avoiding duplication of stocks and investment styles.
Our personal investment account and private investment management service provide are an excellent mechanism with which to contact your clients and review their existing investments in managed investment schemes, unit trusts, direct equities and overall financial plan.
Fitting in with your client financial plan is easy. You still create a holistic plan for your client just the way you do now. For the portion you allocate to Australian Equities as an asset class, you simply recommend an amount (percentage or dollar) invested in direct equities (via our MDA products) rather than nominate one or more unit trusts (of course, you can recommend a blend of our MDA services and unit trusts).
The degree of portfolio tailoring available is immense. This means you can build a portfolio to meet the specific needs of your clients. Moreover, it allows you to fully blend more of our portfolios with that of our rivals, thereby avoiding duplication of stocks and investment styles.
Our personal investment account and private investment management service provide are an excellent mechanism with which to contact your clients and review their existing investments in managed investment schemes, unit trusts, direct equities and overall financial plan.
Fitting in with your client financial plan is easy. You still create a holistic plan for your client just the way you do now. For the portion you allocate to Australian Equities as an asset class, you simply recommend an amount (percentage or dollar) invested in direct equities (via our MDA products) rather than nominate one or more unit trusts (of course, you can recommend a blend of our MDA services and unit trusts).
