Fund Management

We prefer our clients' own shares directly rather than through managed funds as this removes a layer of fees and ensures greater transparency. However we also understand that there are times, such as investing internationally, when there may be a need to use fund managers. When this need arises, we often recommend our clients to invest directly into wholesale managed funds which are often significantly cheaper than retail funds.

Share Portfolios

We ensure all our client share portfolios meet the following criteria:

The shares recommended are endorsed by our research firm.
The share portfolios are well diversified across major industry groups and sectors in order to reduce risk and improve returns.
To ensure liquidity the recommended shares are in companies with large market capitalisation.
The companies selected have strong positioning within their industry eg. significant and growing market share.
The companies selected have a successful track record of delivering shareholder value.
The companies selected have strong balance sheets, adequate interest cover and sound cash flow.
A belief that the companies selected should deliver an attractive level of franked dividends together with capital growth over the medium to longer term.

We will review the share portfolios on a regular basis and provide clients with written recommendations whenever we believe changes should be made.

The share portfolios are designed to provide investors with a well structured and diversified share portfolio focused on providing growth and income. Our research team monitors the share portfolios daily, however, formal reviews are conducted quarterly. Portfolio stability and longevity are key considerations. The aim is to keep portfolio changes to a minimum. Portfolio changes typically only occur on a quarterly basis.

Quarterly Reports

These quarterly reviews reports contain a valuation of the client's investment portfolio, our recommendations detailing any changes that should be made to their investments. specific security advice, asset allocations and market updates.

We closely monitor our client's investments closely and proactively contact clients whenever we believe changes should be made to their portfolio.

Corporate Actions

We also advise clients about corporate actions. Corporations often offer their shareholders special offers such as share purchase plans and rights issues, these are known as corporate actions. We advise our clients of any corporate actions that we believe they should participate in.

Online Access

We also provide clients with online access to their investment portfolio, so they can see how their portfolio is performing.