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 2025
Reporting Season – Ampol Ltd
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its first-half results for 2025, showing a weaker refining performance offset by a strong underlying convenience retail business in Australia and [...]
Reporting Season – Ampol Ltd
Last night, Ampol (ALD), Australia's largest energy distributor and retailer, announced that it is offering to buy EG Australia. The HNW Portfolio has a 4% weight to ALD. Key Points: The Deal: ALD [...]
Reporting Season – Amcor CDI
Amcor (AMC) Last night, the world's largest consumer packaging company announced its results for the full year of 2025, which included two months of operations from the newly merged Berry business. [...]
Reporting Season – Westpac Banking Corporation
This morning, Westpac Banking Corporation (WBC) provided a third-quarter update, which came in above market expectations. We typically refrain from commenting on trading updates, as they are often too volatile and can [...]
Reporting Season – Suncorp
This morning, Suncorp (SUN), the now pure-play East-coast insurer, delivered strong full-year 2025 results and revealed how it will reward shareholders from the sale of its bank and continued strong cash flows. [...]
Reporting Season – Dexus Industrial
Dexus Industrial (DXI): The industrial REIT reported its results for 2025, which demonstrated continued demand for industrial real estate assets. The HNW Income Portfolio has a 2.8% weight to DXI. Key Points: [...]
