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.
Relevant Articles...

Risk and How to Manage It
If you keep an ear out on the investment world, you will hear a lot said about risk. But many people do not really understand risk, so this week, as something of an antidote to the politics dominating the airwaves, we thought we would spend some time talking about it.

How to Find Yourself Singing in the Rain
Last week we discussed how the Governor of the Reserve Bank Phillip Lowe recently recommended that home borrowers ensure that they have a ‘buffer’ against the time when interest rates inevitably rise. Interest rate buffers are not the only type of buffer in good financial planning. Buffers are used in many areas, but the need for buffers always comes from the same source: understanding that the way things are now is not likely to be the way things are in the future.

Half of Everything is Housing
This week we came across an interesting little read from Fidelity International, an international fund manager. Their article examined the composition of Australian household wealth as of the end of 2020, which is about as recent as the data gets when it comes to this kind of thing.

Dear Abbey
We love reading those ‘Dear Abbey’ type letters to the newspaper. Especially the financial ones. Here is a classic we read recently – and what we would do if this were our client.