PORTFOLIO REVIEWS
It is not easy to get an unbiased assessment
of your investment portfolio, especially if
it includes more than one asset type. Stockbrokers
are usually only comfortable talking about
shares, financial planners have a bias towards
managed funds and property analysts will naturally
prefer real estate.
An accountant can sometimes provide a more
objective view but providing financial advice
is generally a minor part of their business
and many are not legally qualified to provide
advice. Very few have their own financial
services licence (AFSL).
Our firm
Wren Investment Advisers is a CPA Australia
practice that specialises in investment advice,
financial planning and superannuation.
- We have direct
access to the stock market via E*Trade
Australia and specialise in managing share
portfolios.
- We do our own
investment research and maintain large
database of share and property market
indicators. Our daily database
- Our staff are highly
regarded in the industry and we provide
expert commentary for The Australian,
The Eureka Report and other publications.
- As we are a fee-based
business, we are happy to review your
portfolio for an agreed, fixed charge.
Our service
We can provide you with a comprehensive,
written assessement on the following.
- The risks to
your portfolio and what might be done
to control them,
- Suggest improvements
to raise your return and/or lower your
risk,
- Recommend ways to
save management fees, restructure
your investments to improve their tax-effectiveness.
- Forecast the likely
return and volatility of your portfolio.
- Provide on-going
monitoring and/or administration if
desired.
More information
If you would like further information, or
to arrange a free initial meeting, please
contact us via email info@wrenadvisers or
call (03) 9663 6602.
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