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:
August 2026
Wyrd Financial Services
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
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
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
HNW Monthly Performance – February 2026
A mixed month in relative terms, dominated by a very volatile reporting season. In a quick note vis-à-vis the situation in Iran, in both Portfolios we have significant exposures to [...]
February 2026
Reporting Season – Atlas Arteria
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 [...]
Reporting Season – Dalrymple Bay Infrastructure
This morning, Dalrymple Bay Infrastructure (DBI), the world's largest met coal export terminal, reported its first half 2026 results, which demonstrated strong earnings and distributions. The HNW Core Portfolio has a [...]

