HNW’s Planning Guided Portfolios are direct investments in shares. They are overseen by HNW Planning’s investment committee with guidance from external asset consultants. Justifications for any changes are provided to you, and your approval is required before those changes are implemented. It’s important to note that guided portfolios are a strategy rather than a product, and are recommended where appropriate. Guided portfolios offer:
Australian Equity
Our Australian Equity portfolio consists of 15-20 shares. This portfolio is tailored to clients aiming to grow their investments. The holdings are chosen to generate returns through a combination of capital appreciation and dividend income.
HNW Planning’s Investment Committee conducts regular reviews to assess the portfolio’s performance and make adjustments where required. This portfolio is well-suited to Self-Managed Superannuation Funds (SMSFs).
Australian Equity (Concentrated)
Our Australian Equity portfolio consists of 10-15 shares. This portfolio is tailored to clients seeking higher conviction, whose aim is to grow their investments or have limited resources. The holdings are chosen to generate returns through a combination of capital appreciation and dividend income.
HNW Planning’s Investment Committee conducts regular reviews to assess the portfolio’s performance and make adjustments where required. This portfolio is well-suited to SMSFs and clients with non-super savings.
Australian Equity – Income Focused
Our Australian Equity Income Focused portfolio consists of 15-30 shares. This portfolio is specifically tailored to low marginal tax rate clients such as retirees who are aiming to maintain their current investment value and produce income. The investment strategy is focused on companies that maintain and grow income or provide franking credits to its shareholders.
HNW Planning’s Investment Committee conducts regular reviews to assess the portfolio’s performance and make any necessary adjustments. This portfolio is well-suited to SMSFs, retirees and investors seeking strong flows of income and protection from market disruptions.
Australian Equity – Income Focused (Concentrated)
Our Australian Equity Income Focused portfolio consists of 10-15 shares. This portfolio is specifically tailored to low marginal tax rate clients such as retirees who are seeking higher conviction, whose aim is to maintain their current investment value whilst producing income or have limited resources. The investment strategy is focused on companies that maintain and grow income or provide franking credits to its shareholders.
HNW Planning’s Investment Committee conducts regular reviews to assess the portfolio’s performance and make any necessary adjustments. This portfolio is well-suited SMSFs, retirees and investors seeking strong flows of income and protection from market disruptions, and clients with non-super savings.
High Conviction Small Resources
The High-Conviction Small Resources Guided Portfolio focuses exclusively on the resources sector emphasising unrealised value and the potential of selected companies to gain value. It does not aim to provide diversification, generate income, or meet any specific benchmark. Investors should expect significant volatility, with frequent fluctuations in share prices that exceed those of regular Australian top 200 shares, making it an investment option suitable for clients comfortable with higher risks. Shares are selected based on their potential to increase in value with trading activity kept to a minimum.
The portfolio is suitable for a portion of an SMSFs total investments or for non-super monies on which an investor is looking for higher potential returns and can accept high volatility.
Updates about guided portfolios can be found here.
