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:
May 2023
Cotter Accountants
Key Associate: Asher Cotter Business Phone: 02 4346 4400 Address: Level 1, Unit 4 25 Anzac Road Tuggerah NSW 2259 About: As the [...]
Camber Wealth
Key Associate: Brendan O'Brien Business Phone: 02 4367 6000 Mobile Phone: 0414 971 727 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW [...]
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 [...]
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, reported its first-half 2023 results, which were weaker than sell-side expectations, but ahead of our expectations. HNW Equity and Income Portfolio hold [...]
Portfolio Update – QBE Insurance
QBE Insurance (QBE): On Friday morning, the global insurer gave a quarterly update at their AGM, confirming the continuation of positive trends in insurance management discussed at their FY22 result [...]
2023 Bank Results – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its first half-year results on the 8th May, which came in above market expectations. Westpac is the third of the big four banks to report their [...]
