What is a Managed Account?
Welcome to Smart Private Wealth • Learning Centre • Investments Explained
Welcome to Smart Private Wealth • Learning Centre • Investments Explained
A managed account is a really diversified investment portfolio where every investment is owned by you, but managed by an entire investment
team that is working around the clock to monitor markets and make changes to your investments, when opportunities present. If the world
changes, they can react and quickly!
They don’t need to wait until your next review meeting to make changes. They make the change and then send you a note to communicate what action they’ve taken. In the past this type of offering was only available to your high net worth investors who could pay for the privilege.
However with advances in technology, it’s really exciting to be able to offer this to our clients, efficiently and cost effectively.
Get in touch to find out how we can assist you with setting up a managed account.
WEBINAR - Recording
The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit.
In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling
retirement - on your terms.
WEBINAR - Recording
Thinking about using your super to invest in property? Watch the recording of our expert-led webinar to explore how a Self-Managed Super Fund (SMSF) can help you build long-term wealth through property investment.
WEBINAR - Recording
In this webinar we explore how a Self-Managed Super Fund can help you take control of your
retirement in today’s changing economic landscape.
Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This
webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and
secure your financial future.
