Peak Investment Advice & Portfolio Management
We offer portfolio management to small and large investors, individuals and trusts. We develop a financial strategy and a corresponding investment portfolio, specific to your goals, attitude towards risk and investing time horizon. You receive:
- Quarterly portfolio reviews
- Portfolio valuations and other reports more frequently at your request
- Annual client visits to review goals and keep updated on your changing circumstances - at a time and place convenient to you
- Additional meetings at your request
- Qualified, prudent advice from an Authorised Financial Adviser with over 20 years’ experience
- All costs fully disclosed for maximum tax deductibility
- Annual tax reports and close communication with your tax accountant if required
Cost:
Adviser fees are based on funds under management - up to 1%pa (plus GST). Negotiable for portfolios >$1 million.
These fees are generally tax-deductible.
We do NOT charge any upfront or establishment fees.