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.

May 2023

Mariner Wealth

May 24, 2023|

Key Associate: Robert Cumming Business Phone: 4365 2554 Mobile Phone: 0419 793 661 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW 2250 [...]

Camber Wealth

May 24, 2023|

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 [...]

Portfolio Update – Incitec Pivot

May 17, 2023|

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

May 15, 2023|

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 [...]

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