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 – Sonic Healthcare Ltd
Sonic Healthcare (SHL). This morning, global pathology company SHL reported its full-year profit results, which were solid but a little below expectations. The HNW Portfolio has a 3.5% weight to Sonic. [...]
Reporting Season – Whitehaven Coal
This morning, Whitehaven Coal (WHC) released its full-year results for 2025, which were largely in line with market expectations, given that it provided a trading update in late July. The HNW Portfolio [...]
Reporting Season – The Lotteries Corp.
The Lotteries Corp (TLC), Australia's largest lottery operator, released their full-year results for 2025 this morning, which were ahead of market expectations and demonstrated that the house always wins. The [...]
Reporting Season – Transurban
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered a record full-year results with strong revenue growth, traffic levels and profits. The HNW Portfolio has a 5.7% weight [...]
Reporting Season – Region Group
Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released their full-year results for 2025; the company's results were largely in line with expectations. The HNW Income Portfolio has [...]
Reporting Season – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX has released its full-year 2025 results, which were quite pleasing. For DRR, there [...]
