ACCESS TO THE BEST WHOLESALE INVESTMENT SPECIALISTS
Investment management
We provide a quality investment custodian service along with consolidated reporting, transaction information and tax recording systems. This enables you and your Integrated Financial Solutions adviser to track how your portfolio and strategies are performing over time. As our expertise is in personally advising you, our approach is to regularly scan the services on offer from reputable third party organisations to source the best value administrative services for you. We pool client strength to negotiate on your behalf for these services to be provided, in a way that brings significant savings to our personal investors. Recommended investments
We have access to 'wholesale' managed investments and listed securities on the ASX. Our approach is to utilise the best research available in the industry and apply it directly to your specialist porfolios, which are reviewed on a daily basis. These investments are often unavailable to individual investors and only accessible at the wholesale level. We employ multiple sources of research and information to determine our recommended investments including quantitative and qualitative industry research and visits with fund managers and research providers as appropriate. How the self managed (discretionary) porfolios work Our discretionary service (self managed portfolios) is also a transaction and investment administration service providing access to a wide range of 'wholesale' investments with a single point of reporting. This is known generically as a platform. This allows you and your Integrated Financial Solutions, Financial Manager to electronically administer your listed shares, listed unit trusts & managed funds and consolidate these with your other private investments like investment properties or Business Real Property (BRP) within a Self Managed Super Fund. This makes the investment process easier to manage, giving you and your Financial Manager more time to focus on optimising your investment portfolio, taxation position and your overall financial strategies. Your Financial Manager will facilitate this service, and send easily understood reports on your portfolio, tax and income positions on a quarterly basis as well as provide internet access. In addition, your Financial Manager will coordinate and complete your buy and sell transactions within the service on your written instructions. Flow chart of self managed (discretionary) portfolio structure
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