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It is not easy to get an unbiased assessment of
your investment portfolio, especially if it includes
more than one asset type. Stockbrokers are generally
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 Australian Financial Services Licence
(AFSL).
Our firm
Wren Investment Advisers is a CPA Australia public
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 contains nearly 8,000 trading days
of information and is available free on this
website.
- Our staff are highly
regarded in the industry and we have provided
expert commentary for The Australian,
The Eureka Report and other leading publications.
- As a fee-based business,
we are happy to review your portfolio for an
agreed, fixed charge.
Our services
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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