Guided Portfolio Updates2023-08-03T09:47:46+10:00

GUIDED PORTFOLIO UPDATES

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.

August 2025

Reporting Season – Suncorp

August 14, 2025|

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

August 13, 2025|

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

August 13, 2025|

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

August 13, 2025|

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

August 13, 2025|

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 – JB Hi-Fi

August 11, 2025|

This morning, JB HI-FI (JBH), the local electronics and home appliance retailer, delivered a strong set of full-year results in line with expectations, which highlighted JB Hi-Fi's strong earnings and continued market [...]

Contact HNW Nexus to find out more

Go to Top