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 2025
Reporting Season – The Lotteries Corp.
The Lotteries Corp (TLC), Australia's largest lottery operator, released their full-year results for 2025 this morning, which were ahead of market expectations and demonstrated that the house always wins. The [...]
Reporting Season – Transurban
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered a record full-year results with strong revenue growth, traffic levels and profits. The HNW Portfolio has a 5.7% weight [...]
Reporting Season – Region Group
Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released their full-year results for 2025; the company's results were largely in line with expectations. The HNW Income Portfolio has [...]
Reporting Season – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX has released its full-year 2025 results, which were quite pleasing. For DRR, there [...]
Portfolio Update – Woodside Energy Group Ltd
This morning, Woodside (WDS) reported its first-half 2025 results, which were in line with guidance following the June quarterly upgrade. The HNW Portfolio have a 4.5% allocation to WDS. Key Points: Profit: First-half [...]
Reporting Season – CSL Limited
CSL (CSL) reported its full-year 2025 profit results, which came in with mixed results, with a stronger Plasma and Iron division offsetting weakness in the Vaccines division. The intention to spin [...]
