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 2023
Reporting Season – Suncorp Group Ltd
This morning Suncorp (SUN), the Queensland based insurer and bank operator, delivered a strong result continuing its performance from the first half of the year. The HNW Portfolios have a 2.5% [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA): reported their full-year results for the 2023 financial year, which were very solid, as expected. Due to the breadth of its lending activities touching every sector, CBA [...]
July 2023
JA Financial Services
Key Associate: Jon Alchin Business Phone: 02 4365 2554 Mobile Phone: 0419 793 661 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW [...]
June 2023
Portfolio Update – Woodside
Woodside (WDS), Australia's largest oil and gas company, announced yesterday morning that it had approved development of its Trion oil field 180km off the north-east coast of Mexico. The HNW [...]
Portfolio Update – CSL Limited
CSL: This morning, a world's leader in manufacturing medicines from human blood, gave a trading update that came in below market expectations as continued strength in the USD impacted the translation [...]
May 2023
Vizion Accounting
Key Associate: Robert Cumming Business Phone: 4365 2554 Mobile Phone: 0419 793 661 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW 2250 [...]
