Introducing a more disciplined portfolio approach to your share investing
If you like to have the final say in decision-making, but equally recognise that sometimes it’s wise to rely on the advice of a professional team of portfolio managers, then Bell Potter’s Investment Advisory Service may deliver just what you are looking for.
It allows you to still control your investments but you can also lean on the expertise of professionals who can give you strategic investment advice. Such advice delivers a much more disciplined and structured investment approach—a key to successful portfolio management.
Key Features
An experienced investment management team working with you and your adviser |
- Recommendations with an overall strategy that aims to deliver superior investment returns over the medium to long term
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Regular investment recommendations |
- Regular and timely investment recommendations based on the changes to our investment strategy and the Bell Potter Model Portfolios
(details are available from your Bell Potter adviser).
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Tailored advice |
- Choice of portfolio styles tailored to suit your objectives, financial situation and needs.
- Ultimate investment decision making stays in your hands
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Complete administration accounting and reporting |
- Comprehensive reporting
- 24-hour online access
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Minimum Portfolio Size |
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Fees |
- Complete flexibility in fee structure encompassing brokerage and fee for service options
- Fees are generally tax deductible
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