The importance of financial advice

The Portfolio Service is a comprehensive investment management solution.  However, success in achieving your investment objectives usually requires a combination of sound financial advice from an authorised financial planner together with the right investment vehicle such as The Portfolio Service.

A financial planner looks at your individual circumstances and personal goals and provides valuable advice to help you achieve those goals. A financial planner will help you minimise the amount of tax you pay and help you make the most of investment opportunities as they arise.

That’s why you can only access The Portfolio Service through the planners associated with one of our licensed financial planning companies.

For more information on the list of approved financial planning companies, or to be put in touch with a financial planner in your area, please contact Client Advisory Services on 1800 221 151.