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Financial Planners
In conjunction with you, we can offer your clients professional investment management services. Our managed discretionary accounts are a much better product than unit trusts and managed investment schemes because you are included in the portfolio construction process (if you wish). In this way you get to construct better financial plans. Moreover, because a personal portfolio allows greater transparency and control for the client, you will be able to build a deeper relationship with your client.

With our investment services, you remain the key person in the client relationship.

Overview
Individual portfolios are now the largest segment of the investment market. In the field of Superannuation, self-managed super funds are now the largest segment of the market.

Many advisers are confused by the differences between Separately Managed Accounts (SMAs), Individually Managed Accounts (IMAs) and Managed Discretionary Accounts (MDAs). Legally there are no differences. The only differences are in the way they are offered, either by PDS or the way we do it, Statement of Advice combined with an investment management agreement. After that it’s about features and costs.

 

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