Guided Portfolio Updates2023-08-03T09:47:46+10:00

GUIDED PORTFOLIO UPDATES

HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:

  • Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,

  • The option to permanently exclude investments (companies) on ethical or other grounds,

  • Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and

  • You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.

August 2026

Wyrd Financial Services

August 6, 2026|

Key Associate: Brett Heckenberg Business Phone: 02 8418 0821 Address: 3/374 Pennant Hills Road, Pennant Hills NSW 2120 About:After 20 years in the accounting [...]

RW Family Wealth

August 5, 2026|

Russell has been a highly qualified financial adviser from the late 1990s to 2026, specialising in all aspects of financial planning, investments, insurance and [...]

April 2026

HNW Monthly Performance – March 2026

April 1, 2026|

A very volatile month dominated by Trump's ever-changing announcements on Iran, with markets falling on his plans "blow up desalination plants in Iran if no deal reached" or "obliterate Iranian [...]

March 2026

February 2026

Reporting Season – Atlas Arteria

February 26, 2026|

The reporting season for February 2026 concluded for us today with the toll road owner Atlas Arteria. Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their [...]

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