Investment Portfolio Review Service

Many do-it-yourself investors and independent trustees, including those working with an advisor, want a 2nd opinion about exactly what they are investing in, whether their portfolio fits them and how it is really performing and costing to run.  

To help them we provide Australia's most sophisticated and independent analysis of investment portfolios. Our commissioned report can help you ... 

• Understand exactly what and where you are investing
• Where your exposures lie and what's driving most of your return
• ... including investments, sectors, regions and fixed-interest related exposures; as well as commonly observed risks to avoid
• What is your overall tradeoff between "eating well and sleeping well"
• ... and does that fit your tolerance for risk
• How your portfolio might grow and perform (both via income and long-term capital growth)
• Whether you have enough to retire now, or what could you now live off, or what chance is there your money will run out based on current drawdown
• How has your portfolio actually performed compared to various benchmarks tailored to your approach  
• ... both overall at the portfolio level, for each major asset class and for each individual investment 
• How would your money have grown differently had you invested differently (especially versus index benchmarks)
• How does your approach to investing align with best practice
• How much fees are you paying and how tax efficient might your style of investment be
• How your approach differs from others we have analysed
• Be educated about important decisions behind portfolio construction that you need to know about
• ... and much more

This is an information only, no product sale nor advice service. If you want specific investment recommendations than by law this can only be provided through a licensed financial advisory firm, including via Professional Wealth Pty Ltd if you wish.  

Our work product is a tailored report which includes significant expert manual data interpretation and comment. The report length is about 50 pages, one page per key topic area including 1) background, 2) your result and 3) personalised comments. We also offer a face to face debrief of findings in Melbourne (or elsewhere by special arrangement) or through your advisor, if commissioned jointly.  

Costs range from $2,500 + GST, the amount agreed in advance which depends on portfolio complexity and how we will debrief findings. This is typically, a pre-tax once off investment of 0.1 or 0.2% of portfolio value - which while not inexpensive is a relatively small payback hurdle for objective value add.

 Review samples of output and contact us to learn more.