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 – 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 [...]
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
Portfolio Update – Incitec Pivot
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
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 [...]
2023 Bank Results – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its first half-year results on the 8th May, which came in above market expectations. Westpac is the third of the big four banks to report their [...]
