If you are a new or existing share investor ensuring your personal or self-managed superannuation portfolio is managed by an experienced adviser is a vital step to ensure your investments are returning value to meet your expectations.
We partner with Sequoia Wealth Management, who have professional, fully accredited and friendly advisers that can help tailor the perfect solution to your needs. They offer both general and personal advice on financial services products. These products include Australian equities, International Shares, options, corporate finance, managed portfolios, margin lending, fixed income and structured products. Furthermore, research and the latest technology and systems for reporting are also on offer.
You will have a dedicated Adviser who will guide you as a first-time investor your options in constructing your share portfolio. Once your portfolio is created, on an ongoing basis you will receive portfolio reviews and contact throughout the year with any significant market changes impacting your investments. In addition, you will receive competitive rates for any buy/sell transactions. Lastly, you will also be able to personally contact your Adviser throughout the year with investor queries.