Discretionary Services

 

Discretionary services

Wilson HTM Investment Group provides discretionary service options whereby an adviser or authorised investment manager can manage your investments for you and ensure that all reporting and administrative tasks are taken care of. Benefits of discretionary services include:

Time to do other things

Discretionary services allow qualified, experienced investment professionals to manage client portfolios for them, freeing busy individuals to focus their time on other things.

Performance

Your investment professional has access to a nationally recognised research team and other market and company information. They can use this information plus their experience to identify investment ideas which will drive your portfolio's performance.

Personalised service

An investment portfolio individually tailored and professionally managed in accordance with your investment and lifestyle goals, income requirements, risk tolerances and tax situation.

For further information on how to benefit from our discretionary services call 1300 655 015 and talk to an adviser today.