Share portfolio management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
Paul Birch
Financial Planner
Paul has been working as a financial planner since 1999 and is passionate about helping people live a better quality of life through good financial planning.
Money is important to everyone and being financially secure can have a huge impact on your overall well being and happiness. We all strive for wealth and financial independence yet only 1 in 10 Australians ever achieve this. My goal is to help you make smart choices with your money to help you achieve those things that are important to you so you can spend more time living your ideal life.
Outside of work, Paul enjoys time with his family, travel and anything associated with health and fitness.
Contact Us
Relevant Articles...
Why is Capital Gains Tax the ‘Happy Tax’?
What would you think if we told you that there is a special type of tax that people are always happy to pay? Would you think we had dropped the ball? You shouldn’t. Read on…
Long term thinking leads to serenity
Growth markets can be very risky in the short-term. But if you let time work for you, this risk can fall away dramatically for a long-term investor.
Franking credits
The franking credit system is necessarily complex. But the idea underlying it is quite a simple one. A company’s profits are taxed at the applicable tax rate of each of its shareholders. This article explains exactly how.
Dollar Cost Averaging
Dividing an investment up into smaller amounts that are invested at different points in time can be an effective way to manage the timing risk inherent in the sharemarket. This practice is known as dollar cost averaging and this article explains all about it.