Portfolio Management
We offer a variety of
discretionary, self-managed, and
professionally managed portfolio services to help you
reach your financial goals.
Managed Discretionary Account
Our Managed Discretionary Account Service will
enable you teamed with your adviser to design and implement an
investment strategy tailored to you. The service allows you
to appoint the day to day management of your investments
to someone you know and trust — your Financial Adviser.
Our service includes; online access, full comprehensive tax
reporting and annual reviews for you and your adviser to discuss
your changing needs. Our service gives you freedom and ease
by relieving you of the day to day managed and decision-making
responsibilities of your portfolio.
Portfolio Administration Service
Austock Portfolio Administration Service will bring
you the latest information, research and advice on individual
Australian companies to keep you fully informed when you and your
adviser are making investment decision on
your portfolio. The online, fully administered and
consolidated portfolio reporting tool will keep you on top of your
investments throughout the year. The up-to-date market data
and comprehensive reporting, will save you time and money at tax
year end.
More information
For further information on the benefits
of Austock Portfolio services speak with your
financial adviser or call Austock on 1800 806 362. |