Share Portfolio Management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
Director / Practice principal
I have been involved with Financial Services since I my teenage years, I have helped families in the U.K, Ireland and Australia to make the most of what they have. I love knowing that what I am doing is making a difference in people's lives and always go the extra mile to make sure that my clients are in the best position possible, I also love solving problems and thinking out of the ordinary to come up with great solutions.
Jason Hanley is an authorised representative (465932) of Synchronised Business Services Pty Ltd (AFSL 465933).