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:
February 2025
Reporting Season – Ampol Ltd
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its full-year results for 2025. Their results were in-line with expectations, with a temporary refining closure offset by a strong underlying [...]
Reporting Season – QBE Insurance
QBE Insurance (QBE) The global insurer released its full-year 2024 profit results, which showed the results of a long-term strategy to reduce volatility and complexity in the business. In general, the [...]
Reporting Season – Whitehaven Coal
Whitehaven Coal (WHC) provided their half-year results for 2025, as expected commodity price falls were offset by a step change in volumes from the new BHP met coal mines. The HNW [...]
Reporting Season – Sonic Healthcare Ltd
Sonic Healthcare (SHL). This morning, global pathology company SHL reported their first-half profit results, which were very good and better than expected. The HNW Equity Portfolio has a 3.7% weight to [...]
Reporting Season – Wesfarmers
Wesfarmers (WES): presented their first half 2025 results, demonstrating that WES' businesses are performing well, taking market share. What we saw today is the sales momentum from 2H 2024 has continued. [...]
Reporting Season – Transurban
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered record first-half 2025 results with strong revenue growth, traffic levels and profits. The HNW Portfolios has a 5.7% weight [...]
