Investments

Managed Funds

Research, advice and portfolio recommendations on the use of Managed Funds in your investment portfolio.

Full Service Share Advice

Research, advice, portfolio recommendations and proactive management of direct equity portfolios.Ongoing advice, rebalancing and associated tax planning for your share portfolio.

Margin Loans

Establishment of margin lending facilities for private clients. Complete analysis of the appropriateness of margin lending within your portfolio recommendations.

Tax Effective Investments

Structured products providing tax benefits for the investor, and their use within your portfolio recommendations.

Retirement Savings Accounts

Advice in relation to management of Retirement Savings Accounts.

Portfolio Recommendations

Comprehensive and custom portfolio recommendations encompassing all of the above.A complete analysis of your current financial situation to ensure that all facets of investment and tax planning are explored. With a complete service based on recommendations, implementation and ongoing management, clients of Custom Wealth Solutions will come to expect advice of the highest quality.