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Stock Broking & Balanced Portfolios

Congratulations if you've decided you want to invest in the Stock Market.  2009 is set to be a remarkable year for those not gripped by fear or greed.

To take advantage of the year, it will be critical to utilise a lot of information and planning, not just finding someone to sell you some shares.

Contact us and we will discuss your goals and provide help in designing a balanced share portfolio to achieve a targeted result while reducing the risk profile of the overall portfolio.

Our team of stockbrokers are committed to seeing that share portfolios are designed correctly.  We will also show you how all this works to empower you with information you need to feel confident about your investments.

Monitoring your Share Portfolio

The performance of your share portfolio is important.  We will discuss with you the level of monitoring you would like and then work to achieve that level for you.

We are also very practical about monitoring share portfolios and we will contact you as changes occur that we feel may affect you achieving your objectives.

Managed Portfolio Services

For your convenience we have a specific service to take care of all the paperwork for you in relation to your shares...

We can collect all the dividend notices, share offers and new issues, and advise you of the best action to take in line with your objectives.

Then we will bring all of this information together into a regular report which will show you exactly how well your portfolio is going.

This is an ideal alternative for the investor who wants to be directly involved in the share market but doesn't really want to manage all the paperwork.

Research

As a "full service stockbroking firm" we take full advantage of some unique and valuable resources at our finger tips.  For example...

  • We source CCH publications and digest legislative changes, directly, ourselves... to predict how they might affect you, your financial plan, your tax and your investments.
  • We engage in a regular ABN Amro Morgans TV conference
  • We analyse morning notes from the company’s central analysts
  • We watch the 4am New York markets close to predict what the day will be like, domestically
  • We obtain material from Bloomberg, IRESS, Networks and more

These resources mean we can provide recommendations to you on whether you should buy or sell a specific stock at a particular time.

Options & Warrants

Today many people are looking for more sophisticated methods of managing the risk within their share portfolio and/or enhancing the performance. Options and warrants are just some of the products that we have available to you.

We have specialist advisers in this area who are qualified to discuss these products and explain how you can best benefit from these areas of the share market.

Free Offer – Complete Portfolio Review

If you would like to have a free review of your Share Portfolio or just discuss how to set one up, please contact our office to arrange a meeting with one of our team. We can share with you specialist information to help manage your share investments.

Phone:             (07) 3808 7588
Fax:                  (07 3808 7633
Email:              Contact David Wilkins Here.
Website:         http://www.davidwilkins.com.au

ABN AMRO Morgans Limited A.B.N. 49 010 669 726 AFSL 235410
A Participant of ASX Group
A Principal Member of the Financial Planning Association