Private Portfolio Management

Call Premium Wealth Services on 1800 024 420

We offer personalised management of your investment portfolio, tailored to your investment and taxation preferences. Our private portfolio management service features:

35 years' combined experience in managing portfolios for our valued clients
A disciplined investment process that accesses the expertise of one of Australia's largest teams of investment analysts
A highly individual service where your dedicated Portfolio Manager works with you to create a customised portfolio to suit your requirements
An integrated, diversified portfolio blending direct shares, listed property trusts and managed funds across all asset classes including structured and alternative investments
Comprehensive online accounting and tax reporting
A simple and competitive fee structure

For more information on this service contact us.

Did you know...

Our people play a key role in Westpac's involvement in the community.

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