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 2026
Reporting Season – CSL
CSL (CSL) reported its 2026 profit results in what was the most eagerly awaited result in the entire August season, with those long encouraged by competitor results in the USA and [...]
Reporting Season – JB Hi-Fi
This morning, JB HI-FI (JBH), the local electronics and home appliance retailer, delivered its full-year results, which highlighted that Australian consumers are still spending, but more during promotional periods. The HNW Core [...]
Reporting Season – Suncorp
This morning, Suncorp (SUN), the now pure-play East Coast insurer, delivered solid full-year 2026 results that were ahead of expectations. The HNW Portfolios have a 3% weight to SUN. Key Points: Profits [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA) reported its full-year results for 2026, which showed that the underlying business was operating solidly as Australia's largest bank. Due to the breadth of its lending activities, which [...]
Portfolio Update – Westpac Banking
This morning, Westpac Banking Corporation (WBC) provided a third-quarter update, which was around expectations but came with a weaker outlook for loan growth. We usually don't comment on trading updates as they are [...]
Portfolio Update – Arena REIT
Arena REIT (ARF): The listed childcare and medical centre owner reported a full-year trading update ahead of its annual results later this month. The HNW Income Portfolio has a 3% weight [...]
