An investment portfolio, whether big or small, needs monitoring and administration: tax reporting, performance analysis, transaction records of investments, dividends and withdrawals. For investors with multiple separate share holdings and managed funds, this can mean a lot of paperwork chasing, especially at tax time. In addition, it can be difficult to get an overall picture of the collective performance of your portfolio.
The Fiducian Investment Service takes all these headaches away, and has many other benefits besides. It’s a streamlined process that lets you and your financial planner manage all your investments through a centralised portal, and access consolidated reporting.
Cost savings via wholesale fund pricing, which isn’t readily available if you directly acquire managed funds as a retail investor
Your Financial Planner manages your transactions – you don’t need to do a thingA cash account where you can park funds while pondering your investment decisions or for the proceeds of any investments you sellConsolidated reporting with half yearly statementsOur Fiducian Online service enables you and your financial adviser to better keep track of your investment goals via a single access pointA share administration service if you want to buy or sell shares directly
The Fiducian Investment Service is only available to you through a licensed financial planner. At Fiducian, we believe in the value of ongoing financial advice and strongly recommend that you keep in regular contact with your financial planner.
Investing in the Service is different from investing directly.
