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...
Half of Everything is Housing
This week we came across an interesting little read from Fidelity International, an international fund manager. Their article examined the composition of Australian household wealth as of the end of 2020, which is about as recent as the data gets when it comes to this kind of thing.
Dear Abbey
We love reading those ‘Dear Abbey’ type letters to the newspaper. Especially the financial ones. Here is a classic we read recently – and what we would do if this were our client.
It’s All About the Context
Our apologies if you do not like cricket, but it is a sport with much to teach us about money management. Cricket can often provide a brilliant metaphor for money management – it must be all the maths that both cricket and finance demand.
Making Money while You Sleep – Starry Night or Not
Passive income is the income generated by our investments. Because it is not linked to our time or (necessarily) our skill, passive income is not limited in the way that active income is. Indeed, it is possible to earn passive income even while we sleep.