1. Full Service Portfolio Management
Whereby we design and provide on-going pro-active advice upon individually tailored portfolios, which are generally over $600,000. Portfolios of around $1 million and over are likely to hold a significant proportion of direct listed securities: shares, hybrids, income securities and property securities. Assets are housed within the Macquarie Investment Manager (IM non-super), or Super and Pension Manager (SPM for superannuation, accumulation or pension); which are custody/administration/transacting and comprehensive consolidated reporting services. In order to apply our tax sensitive Investment Philosophy, we need instant access to the timely data and information provided by these WRAP services. We shall only transact for you under your instructions to us. Our primary role is advice upon investments within the scope of your Winston Private portfolio, but incidental to this is our (cost inclusive) contribution to your strategic tax and superannuation planning, which we can provide in consultation with your accountant generally in May/June. Under this service, we aspire to provide comprehensive, professional, relationship driven counselling, with the aid of our interdisciplinary experience and capacities. We acknowledge that trust cannot be taken for granted
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2. Fund Advice
Where we exclusively use managed funds, and often favour a multi-manager approach, under which the investor is assured of diversification of manager risk. This is a reactive service, whereby you may call upon us at any time, at your initiation, to provide you with portfolio reviews or other investment advice under the fee arrangement.
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