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.
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, reported their full year 2023 results, which were in line with expectations and full of capital management initiatives. The HNW Equity [...]
ANZ Bank (ANZ) released its full-year results, which came in just below market expectations, highlighting the increased competition in deposits and lending. ANZ is the last of the big banks to give [...]
In October the HNW Australian Equity Portfolio declined by -4.78%, behind the index’s return of -3.78% in a market dominated by geopolitical concerns and higher interest rates rather than company specific news, [...]
Westpac Banking Corporation (WBC) released its full-year results, which came in line with market expectations, though we were pleasantly surprised about the buyback. Westpac is the first of the big four [...]
Macquarie Group (MQG): This morning, the global investment bank reported its half-year results for 2024, which were solid despite the half having much fewer investment banking deals and volatility in the [...]
In the spirit of reconciliation, HNW Nexus acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.