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                  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 20 years’ experience
  • All costs fully disclosed for maximum tax deductibility
  • Annual tax reports and close communication with your tax accountant if required
  • Invitations to client seminars
 
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.