Build your own portfolio
Premium Advisory Service
Your Investment Adviser will deliver personalised advice supported by award-winning research, monitor your portfolio and manage administration and day-to-day requirements.
Who uses this service?
Our Premium Advisory service suits people who:
- Are wanting advice on building a portfolio that meets their agreed investment profile and investment objectives.
- Are wanting their portfolio to be actively monitored with updates provided on an ongoing basis.
- Would like the option to arrange for regular drawings or lump sums to be paid.
- Are preparing for retirement, have sold a property, farm or business, or have received a sum of money requiring investment.
- Are wanting the complex administration and reporting requirements of their bespoke investment portfolio to be simplified and managed by a professional team.
Included in this service
Receive advice on your investment objectives from your Investment Adviser, including opinions and recommendations on transacting in markets and securities. Have us transact on your behalf and provide you with comprehensive administration and reporting.
Still wondering if this service is right for you?
Our advisers are here to help
Talk with one of our investment advisers. They will explain the benefits of each of our range of investment services, and help you decide which best suits your needs.