The Private Client Service Package is designed for investors with assets (outside of the family home) of greater than $250,000. The package is a specialist portfolio and investment service that utilises internal and external expertise to tailor individual portfolios to meet client’s wealth accumulation and protection needs.
We offer the following services:
- Portfolio Design
- Portfolio Maintenance
- Portfolio Assessment & Recommendations.
Portfolio Design
We firstly work with our clients to build a personal profile focused on their short term and long term wealth objectives. We then overlay this with a client Risk Profile Questionnaire. A portfolio is then designed based on the clients objectives, the personal details provided and attitude towards investment risk. We use external analysts to provide the asset allocation and stock selection for our client’s portfolios. On a six(6) monthly basis, or as required, an appointment with the client is arranged to discuss an review the portfolio performance, investment strategies and plan design. Annually, a report is generated and provided to our clients.