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Private Portfolio Management

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

  • 35 years of 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.

What is the right investment strategy for you?

A Westpac Financial Planner can assist you to determine which investment strategy will suit you best.

For more information

Contact us