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 – Westpac Banking Corporation
This morning, Westpac Banking Corporation (WBC) provided a third-quarter update, which came in above market expectations. We typically refrain from commenting on trading updates, as they are often too volatile and can [...]
Reporting Season – Suncorp
This morning, Suncorp (SUN), the now pure-play East-coast insurer, delivered strong full-year 2025 results and revealed how it will reward shareholders from the sale of its bank and continued strong cash flows. [...]
Reporting Season – Dexus Industrial
Dexus Industrial (DXI): The industrial REIT reported its results for 2025, which demonstrated continued demand for industrial real estate assets. The HNW Income Portfolio has a 2.8% weight to DXI. Key Points: [...]
Reporting Season – Arena REIT
Arena REIT (ARF): The listed childcare and medical centre owner reported its 2025 results, which were better than expected. One of the key reasons we like ARF is the predictability of [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA) reported its full-year results for 2025, which showed that the underlying business was operating solidly as Australia's largest company. Due to the breadth of its lending activities, which [...]
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 [...]
