A managed account is a really diversified investment portfolio where every investment is owned by you, but managed by an entire investment team that is working around the clock to monitor markets and make changes to your investments, when opportunities present. If the world changes, they can react and quickly!
They don’t need to wait until your next review meeting to make changes. They make the change and then send you a note to communicate what action they’ve taken. In the past this type of offering was only available to your high net worth investors who could pay for the privilege.
However with advances in technology, it’s really exciting to be able to offer this to our clients, efficiently and cost effectively.
Get in touch to find out how we can assist you with setting up a managed account.
ONLINE Webinar: Rebuilding After Divorce
5 May 2022 // 1:00pm - 2:00pm
Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?
Planning for life and its ups and downs is the first step.
If you're looking into investing into property, regardless if it's residential or commercial, there's plenty to weigh up.
To have the retirement of your dreams, you must plan ahead. The bonus is, the sooner you start thinking about your retirement life, the better opportunity you have of making those dreams a reality.
The tax impacts you need to know with divorce and relationship breakdowns including some of the areas that may impact you and where you may need assistance for your SMSF, Trusts and Estate Planning.