Private Wealth Management (PWM)
Grow Your Wealth Townsville
Private Wealth Management (PWM) is the platform that facilitates the smooth administration, ongoing management and reporting of your investments.
Through a limited Power of Attorney, PWM provides a custodial service over all investment assets that make up your investment portfolio. This means that, upon receiving your confirmation, PWM can action any matters relating to your investment portfolio in a timely manner.
With PWM, you have the benefit of the following services:
- Comprehensive administration of your entire investment portfolio;
- Advice on all related investment matters;
- Access to wholesale managed funds;
- The collection and recording of all dividends and income distributions;
- Monitoring of all investments and implementation of necessary action where appropriate;
- Provision of monthly transaction advices and quarterly reports on the progress of your investments;
- Provision of annual reports for the preparation of your taxation return;
- Provision of a regular income stream to meet regular payments; and
- Comprehensive website access.
As a fee-based service, PWM provides you with lower overall management costs and complete impartiality on investment selections. PWM is a truly personalised service for you that gives you the time to focus on what is important to you.
For further information about how Private Wealth Management (PWM) may be a solution for you, please give us a call, (07) 4771 4577 and let's get started.
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GROW YOUR WEALTH PTY LTD
ABN 60 130 727 981
AFSL 403509