Portfolio Management
Grow Your Wealth Townsville
Our job is to grow your wealth. We believe in buying good quality stocks and holding for the long term. In reality there is very little daily trading or speculative trades in hot tips. You’ll get far better results having a professional looking over your portfolio then you ever would on your own.
Grow Your Wealth Portfolio Management service is a personalised service to meet the portfolio investing, administration and reporting requirements of a broad range of clients including individuals wishing to build a portfolio, high net worth clients, retirees and self-managed superannuation funds.
Key features of our Portfolio Management service include:
- Set your portfolio. This involves recommending and buying the initial shares.
- Monitoring your portfolio to make sure you take advantage of:- share purchase plans, rights issues, initial public offerings, share splits, de-mergers, takeovers, underwritings and sophisticated investor offers and any other activity on the shares you hold.
- Advise you when to exit a stock before it goes bad.
- Advise you when to take profits on your shares.
- Update you on the state of the economy and how you should structure your portfolio.
- Provide you with education.
Our self-managed portolio service is designed for clients who prefer to retain direct involvement in the ongoing day to day management of their portfolios we offer a Portfolio Management service where your Grow Your Wealth Investment Advisor will assist you in making informed investment decisions.
Grow Your Wealth Portfolio Management service allows you to establish a diversified asset allocation strategy by investing in a range of listed shares and other securities, managed funds and if applicable fixed interest products with the help of your Investment Advisor. You retain direct ownership of your portfolio while outsourcing the associated portfolio administration.
You'll receive comprehensive account management and reporting, including periodic portfolio reviews and reporting.
For more information on our Portfolio Management services please call (07) 4771 4577.
PS. For all the latest investment tips, education and market reports subscribe to Grow Your Wealth, your complimentary email newsletter.
GROW YOUR WEALTH PTY LTD
ABN 60 130 727 981
AFSL 403509
Please note: The above is general advice only and does not take into account your personal objectives, financial situation or needs. Before taking any action you should consider the appropriateness of the above advice as it may apply to your personal circumstances.