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Discover the total value of
your managed fund portfolio |
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Have you neglected your portfolio recently? |
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Have your investment aims
changed since you first invested? |
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Is your portfolio balanced
with a sensible spread of
risk? |
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Professional, independent
opinion |
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Spend just two minutes to enhance your portfolio |
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Analysis, Appraisal and Assessment
Having worked in the industry for numerous years, I have seen a large number of clients who have built up an odd assortment of investments over the years. We realised that the biggest need of investors was an overview of what their portfolio was worth and where it was invested.
Many felt that they had neglected their portfolio and would like a revamp, removing the proverbial dogs, but just didn't know where to start. As a result we developed our at-a-glance portfolio valuation and healthcheck.
We believe that if it's been a while since you reviewed your portfolio and feel that it needs some attention, or alternatively, if you just want an opinion on the funds you're in, the Portfolio Healthcheck Service is the ideal solution.
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What will I receive?
Once we have received the details of your holdings, (approx 4-6 weeks), we will compile all the information into a Portfolio Healthcheck report. Your personal report will include:
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A consolidated report including the value of your wraps, master trust, listed managed funds and unit trusts.
- Clear information, and charts, showing how your investments are divided across different sectors of the market, allowing you to check if you have a balanced portfolio with a sensible spread of risk or are all your eggs in one basket
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A rating based on a 5 star rating, with brief commentary as to the rationale behind the rating
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And we can save you money every year
All investors requesting a Portfolio Healthcheck automatically become members of The Wealth Focus Investment Service, saving you:
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Money on each additional investment into existing managed funds (100% upfront commission rebated in nearly all cases)
- Time in administering your funds and tax affairs - Our annual consolidated performance and provisional tax report allows you to view all your managed fund investments and share trading (BETA) from one source.
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What to do next?
If you would like to take advantage of a free valuation and analysis of all your holdings simply complete and return one of the forms overleaf. All you need to do is give us the name and plan numbers of your investment managers and sign it. This instructs the manager to give us all the necessary up-to-date information, which usually takes four weeks, and tells them to deal with us as your investment broker.
A mere 2% underperformance could cost you $10,148 on a $30,000 portfolio over 10 years (7% versus 9% growth). Give your portfolio the best chance of giving you a good return.
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This service has been developed for DIY investors who are making their own investment decisions or are not receiving satisfactory information from their existing planner/broker. We do not offer personal advice. However, if you would like to receive personal advice, then our affiliated fee based planners are available to provide advice to investors.
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| FUNDS FOCUS Investment newsletter: Issue 2, June 2008 |
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Order a ZERO entry fee PDS
To download or request a hard copy Product Disclosure Statement with no entry fee, please complete order form below. Portfolio Healthchecks and the Wealth Focus annual report can be faxed back on 1300 55 98 70 or posted to us for free at Wealth Focus, Reply Paid 760, Manly, NSW, 1655 |
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| What do we get paid |
Wealth Focus will rebate 100% of the entry fee on managed fund investments as additional units and all of the sales commission received on agribusiness (8%) listed in this issue in the form of a cheque. Wealth Focus will receive a 2% marketing commission on agribusiness investments and may receive a trailing commission of up to 1.00% pa. for managed funds, and 0.5%pa for margin loans, depending on the manager we have a relationship with. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
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This month, we have highlighted a number of investment opportunities for investors looking for returns in a falling market and cover some of the basics for end of year tax planning. |
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Cromwell (unlisted) Property Fund.
Favoured by many investors for their low volatility and tax deferred income, unlisted property funds have once again come to investor attention after they have continued to provide returns in a falling market.
p11 |
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FEA Plantations Project 2008 (tax effective forestry)
There is an increasing gap between world supply and demand of timber coupled with the current tax incentives makes for a compelling investment
p8 |
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Free Portfolio Healthcheck
Probably the worst thing you can do is sit on an portfolio full of proverbial "dogs" in the hope that they'll somehow get their act together and produce you the great returns overnight. We're giving investors the opportunity to get a free report across all their managed fund investments.
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