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.

June 2023

Portfolio Update – CSL Limited

June 14, 2023|

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

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 [...]

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 [...]

Contact HNW Nexus to find out more

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