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Select ProActive
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PERSONAL ADVICE
Service Includes
The Select ProActive services includes a comprehensive and personalised investment advisory service for private investors. The service is managed by senior executives of the firm and provides a sophisticated approach to portfolio management, placing considerable emphasis on the efficient trade-off between risk and reward.
Client Benefits
When you invest with Select ProActive, you can be confident your investments will benefit from our disciplined investment approach.
The service allows us to work in partnership with you on a traditional advisory basis, providing professional assistance and tailored advice.
The goal of the Select ProActive service is to increase your net wealth by investing in quality Australian companies and securities with a long term view.
You will benefit from a diligent needs and risk profile analysis undertaken by expert advisers.
You will benefit from expert investment and stock selection techniques applied by your adviser.
On a daily basis you will benefit from the disciplined research process undertaken by your adviser.
You will receive an in-depth, thorough review of your portfolio upon beginning a client-adviser relationship and every quarter thereafter.
To get started, please submit a completed Select Equities New Client Pack ETR DD, or contact us via email or by phone, on 02 9232 1833, to arrange an appointment. |
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