Whether you’ve invested in your own Self Managed Super Fund (SMSF), or an investment trust/company (or both) it’s clear that you’re focused on building wealth and future proofing your finances.
Tired of Being in the Dark When it Comes to Your Investments?
You’ve worked hard your whole life and it makes sense to build up a nest-egg that’s completely separate from your business/job and that’s protected from those risks. For most people it’s a set and forget strategy, but not for you. You’d like to understand exactly where you stand on a day to day basis so that you can make decisions when you really need to, not after the end of the year when your tax return was due, because by then, it’s too late . . . you’ve missed the boat!
Note: All of your investments must be maintained on Xero and Sharesight. If you do not currently use these tools, we will create subscriptions for you and establish your portfolio online for you (separate fee applies).