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Model Portfolios
Wilson HTM provides a number of model portfolio options for advisers wishing to provide their clients with a direct equities investment solution.
We offer a range of model portfolio options for advisers that seek a scaleable direct equities solution. We have a range of options that can suit your clients various life stages and the different objectives they may have e.g. someone approaching retirement could select an income producing portfolio, whereas younger investors look for capital growth. Benefits can include;
- Choice - Access a select list of professional investment managers
- Transparency - Your clients holdings are available 24 hours a day online
- Ownership - Clients always hold the underlying investments directly
- Tax effectiveness - Clients can in-specie transfer the shares to their own broker account avoiding embedded capital gains, buy/sell spreads and broker fees
- A variety of portfolio options are available depending on your clients objectives
Model Portfolio’s are best suited for individuals with $50,000 to invest.
To learn more complete our online enquiry form or call 1300 720 479.
By packaging protection, gearing and equity exposure into a single financial product, investors may be able to access risk return profiles that would otherwise be difficult for individual investors to access.
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