TAILORED PROFESSIONAL PORTFOLIO OUTSOURCING AT LOWER COST
Many of your accounting customers also seek guidance on wealth creation so they can preserve capital and get ahead. They prefer to receive this direction from their accountant – the person they trust the most.
Many accountants see the exciting revenue growth opportunities presented by the changing regulatory landscape, particularly ceasing of the “accountant’s exemption” from the need to have an Australian Financial Services (AFS) license for self-managed super fund advice and introduction of the “limited” AFS license.
AssureInvest is your trusted partner on hand. We enable you to broaden your services to clients, provide high-quality investment guidance your clients deserve and you want to deliver, meet your compliance obligations and streamline operations by outsourcing investment management to a high-integrity specialist with a strong track record.
OUR CLIENTS CHOOSE THE SERVICE THAT SUITS THEM BEST:
- High performing multi-asset model portfolios allow you to free up your time, enhance and develop your client relationships and outsource to a proven expert you can trust. Tailored portfolios suit different investor profiles.
- Our unique managed accounts allow you to deliver outstanding value to your clients while revolutionising the efficiency of your own business.
- Our face-to-face investment consulting services to boost your ability to generate higher performing and lower risk portfolios for your clients.
- For high-net-worth clients, we tailor multi-asset investment guidance to preserve capital and grow assets with controlled costs.