Share portfolio management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more, the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing. We keep a constant eye on the share market so that you do not have to.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
Andrew Malins
Director
Andrew has 28 years of experience advising clients in small and medium enterprises and personal financial affairs. During that time, he has specialised in tax and business strategies, taking a holistic approach to the financial management of his client’s financial affairs, with a particular interest in investing and planning for retirement.
As well as being an Authorised Representative, Andrew is a registered Chartered Accountant, Tax Agent, public practitioner and a member of the Australian Institute of Management (AIM) and the Taxation Institute.
Andrew Malins is an authorised representative (330831) of Affinity Licensing Plus Pty Ltd (AFSL 553808).
Contact Us
Relevant Articles...
Redirecting Instant Gratification Urges for Wealth Building
Imagine turning your $50 weekly impulse buys into a $39,000 nest egg. Sounds impossible? It's not. By redirecting just $2,600 a year – the cost of those small, often forgettable purchases – into smart investments, you could be setting yourself up for a significantly wealthier future. This article explores how to transform your spending habits and harness the power of compound interest, turning fleeting pleasures into long-term financial success. Discover practical strategies to curb impulsive spending and learn where to invest for maximum growth. Your future self will thank you for every dollar saved and wisely invested today.
Investment Review and Rebalancing for the New Financial Year
Explore the importance of reviewing and rebalancing your investment portfolio to align with your financial goals and risk tolerance and prepare for the upcoming financial year with confidence.
When Is the Best Time to Retire and How?
Deciding when to retire is one of the most significant financial decisions you'll make. The right time to retire varies for everyone, influenced by personal circumstances, financial readiness, and lifestyle goals. Here, we'll explore key considerations for determining the best time to retire and how to prepare for a comfortable and fulfilling retirement.
How to Keep Your Business and Personal Money Healthy
In this article, we delve into the essential strategies for maintaining a healthy balance between your business and personal finances. From setting up robust budgeting practices to understanding the importance of separate emergency funds, and navigating the complexities of insurance coverage including health, life, and disability insurances, this guide is designed to safeguard both your personal well-being and business success. By illustrating practical steps and real-life scenarios, we aim to empower entrepreneurs with the knowledge to make informed financial decisions, ensuring a stable and prosperous journey in both their personal lives and business ventures.