Advisory Accounts service is more than just portfolio
structuring and management.
It is a partnership between you and your
personal adviser to understand your unique requirements and
determine an investment strategy or modelled portfolio that best
conforms to your financial situation, investment goals and appetite
Every portfolio is personally tailored and
incorporates securities across different sectors of the
market. We adhere to a disciplined stock selection process
based on three basic principles: good business, good management and
good cashflow. We preserve your wealth by actively managing
equity market exposure and mitigating risk.
We take pride in advising clients not only on
which stocks to buy and sell but most importantly when to increase
or reduce your exposure to cash.
Your portfolio is monitored and reviewed on a
daily basis and we recommend adjustments if and when
necessary. Face to face portfolio reviews are held regularly
to properly reflect your changing needs and circumstances.
- Manage your investment portfolio in
conjunction with your personal adviser
- Investment and risk profiling
- Asset and fund allocation
- Monitoring and portfolio adjustment
- Receive PhillipCapital Monthly Portfolio
- Potential to access corporate opportunities
(per regulatory requirements)
- View your account holdings and transactions
- You retain individual direct ownership of
your equities and cash at all times
- Utilising the value add research and market
experience we aim to deliver quality returns above market
Find out more
Call 1800 214 264
to speak to an adviser or complete your details here and we will contact you.
Becoming a client is easy
Explore the advantages of trading with PhillipCapital. Click here to receive our application form