Share Portfolio Management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to investing. We keep a constant eye on the share market so that you do not have to.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
Portfolio Administration
We believe having accurate information at your fingertips is imperative for making smart financial decisions.
That’s why we’ve teamed up with Sharesight – to take the hassle out of managing your share portfolio.
Sharesight is a cloud-based portfolio tool that gives you online access to stock and fund performance and a host of other features. But the best thing about it is how it ends the paper trail.
Dividends and adjustments are automatically accounted for and each trade is automatically added to your portfolio. Once your portfolio is established we’ll integrate it with Xero to make bank reconciliation a breeze.
You’ll find Sharesight easy to use, accurate and it will save us both time. Plus you’ll get a portfolio tool that helps you manage your investments by removing the paperwork.
All the features you want, without the clutter
Real-time trades – no more data entry
When you make a trade, simply email your contract note to Sharesight and your portfolio will be instantly updated with the transaction. Or instruct your broker to do it for you. No more data entry.
Performance reporting
Sharesight automatically calculates the performance of your portfolio and each share holding and fund position within it. That makes comparisons with other investment options is easy. Rank your shares by performance, identify non-performers and improve your decision making.
Automates dividends and adjustments
Sharesight automatically calculates and records dividend payments (including tax credits) and automatically adjusts for share splits, name changes, capital returns and other corporate action events.
Xero Integration
Connect your Sharesight portfolio to your Xero account and have details of share purchases, sales and dividends automatically reconciled against your bank statement and included in your financial accounts. Furthermore, Sharesight can pull in your bank account balances and cash investments, so your total financial position is displayed right within your portfolio.
Portfolio sharing
Share your portfolio with us so we can easily get the information we need without having to hassle you for it.
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Dear Abbey
We love reading those ‘Dear Abbey’ type letters to the newspaper. Especially the financial ones. Here is a classic we read recently – and what we would do if this were our client.