Benefits of Private Portfolio Management

Benefits of Private Portfolio Management
  • Your personal fund manager works on your behalf and is available to discuss your portfolio with you;
  • Investments are made directly and not through managed funds. This gives you the benefits of share ownership without the drawbacks of researching companies, markets and stock prices;
  • Gives flexibility to tailor your portfolio to maximise income, franking credits or capital growth;
  • Actively manages the tax implications of changing an existing portfolio of shares;
  • Allows monitoring and planning of income and capital gains tax outcomes of portfolio decisions;
  • Stocks that conflict with your personal preferences can be excluded;
  • Portfolios are held through a custodian for your security; and
  • The convenience of web based, online reporting.


Compare the Options

The following table compares various investment options:



Private Portfolio Management

Contact us on +61 3 9909 7018 or send an email for more information.