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Tired of running your own investments and dealing with share registries?

Need help choosing your investments or administering them?

Don’t have the time or prefer to be doing other things?

Then consider our Premium Investment Portfolio Service (affectionately known as PIPS) which is our Personally Tailored Investment Portfolio Management Service.

It’s designed for those investors without the time, know-how or inclination to manage their own portfolio; those who want the peace of mind that comes with a well-planned investment strategy in the hands of a highly qualified team. We handle the details, so you have more time to enjoy life.

Our signature PIPS service includes:

  • A portfolio tailored to you and your needs;
  • Detailed Quarterly Reports and investment reviews;
  • Monthly Portfolio valuations;
  • Administration of all transactions and comprehensive record keeping, including full mail house service – we deal with Share Registries on your behalf;
  • Direct share market access, so you know exactly what you are paying to buy stock and the exact price that you receive when you are selling stock;
  • Accounting strength reports to help you with your end-of-year needs;
  • 24/7 online access to your portfolio, with access to prices, watchlists, share valuations, company news/reports and market news.
  • Access to corporate opportunities and research that may be unavailable to the general public.

Sounds like it might suit you? Want to know more or how much it will cost? Then email or speak to us today at or 08 9227 6300.

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