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
UK Pensions Australia
Key Associate: Peter Almond Business Phone: 03 9592 7302 Mobile Phone: 0424 030 477 Address: 48 Dendy Street, Brighton VIC 3186 About Peter: Peter [...]
Reporting Season – QBE Insurance
QBE Insurance (QBE): The global insurer released its first half 2025 profit results, confirming the continuation of positive trends in the insurance industry with increasing premiums and lower claims inflation. The [...]
HNW Monthly Performance – July 2025
In July, the HNW Australian Equity Portfolio had a pleasing month up +2.74%, ahead of the ASX 200 TR (ex LPT) return of 2.29%. There was minimal company-specific news due to companies being [...]
July 2025
Portfolio Update – Bapcor Ltd
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported a trading update for the last quarter of 2025 and guidance for its August reporting season, which was below [...]
HNW Monthly Performance – June 2025
In June, the HNW Australian Equity Portfolio posted a +1.37% gain just behind the ASX 200 TR return of 1.41%. There was minimal news due to companies being in blackout before releasing their [...]
June 2025
HNW Monthly Performance – May 2025
During May, the HNW Australian Equity Portfolio gained +3.86%, behind the ASX 200 TR return of +4.2%. Global markets were stronger in May after three negative months under Trump and tariff fatigue [...]
