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.
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.
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.
27 July 2023 // 12:30-1:30pm
(ESG) considerations have become increasingly important for investors as they look to make investment decisions that align with their values and have a positive impact on the world.
21 June 2023 // 12:30-1:30pm
Many people believe that if they have a valid Will they also have an estate plan, but this is not so. While a Will outlines where the deceased individual's assets will be distributed, it does not include various other documents and directives that are available.
27 April 2023 // 12:30pm
Let's face it, insurance is not the most exciting topic. In this webinar we'll offer guidance on how to compare different insurance policies, assess your risk, read beyond the marketing and how to get the most value for your money.
30 March 2023 // 12:30pm
Gen Z, it’s time to level up your financial literacy. This is the stuff that you didn’t learn in school. Get ready to learn the ins and outs of budgeting, saving, and investing in a way that’s relevant to where you’re at right now.