Private Wealth

Our services for private wealth management clients include:

Equities and Portfolio Management

Managing an investment portfolio today is a full-time job, and the ever-increasing complexities of the taxation system make accurate record keeping essential. Our Portfolio Management Service provides you, your financial adviser and accountant with a record-keeping facility that takes the headache out of managing your investments.

This service is Ideal for SMSF trustees, private unit trusts, family trusts and individuals.

In addition to Portfolio Management, we are very experienced in facilitating timely and accurate equity trading for private high net-worth clients. The timeliness of entry and exit of stocks can help you achieve a greater price advantage.

Our advisers are interested in helping clients with small or large investment portfolios to grow and achieve greater returns over the long term.

Sample Portfolios

We provide 2 types of sample portfolios that clients may consider in building their wealth. These sample portfolios are modified to reflect the changing economic environment, changes to the financial positions of listed companies and their business environments.

  • Growth Portfolio
  • High Dividend Portfolio

It should be noted that we only provide general advice only. We do not provide personal financial advice based on your personal circumstances. However, clients may adapt a sample portfolio to fit their own financial objectives and goals.

We look forward to growing together. Please call us or drop us an email if you would like to discuss your financial needs.

Options

Our advisers are experts in assisting clients to generate higher returns on their investment portfolios through options trading.

Reasons for considering options

  • Increase income on a portfolio through selling premiums
  • Protect a portfolio (hedging) to reduce risk from a highly volatile period in the market
  • Gain a leveraged position into a top ASX listed company
  • Trade movements on an index
  • Lock in a purchase/sale price now and decide later for a fraction of the cost

SMSF Investment

We help trustees of self-managed superannuation funds (SMSF) achieve greater returns on their investments. Our Services include:

  • Helping Trustees achieve their Funds' goals and objectives through equities trading
  • Facilitating share trades according to the instructions of Trustees
  • Preparing timely trading and portfolio reports for tax purposes

Margin Lending

YOC Securities have partnered with two leading organisations to provide access to their margin lending programs. A Margin Loan allows you to borrow, in addition to your own capital, to invest in shares, managed funds, cash deposits and assets within wrap accounts. You can leverage an existing portfolio or create a new portfolio to increase your investment opportunities more than if you were solely using your own capital.

More information can be found on our partner's web pages at Leveraged Equities and BT Margin Loans.

Fees

In general, for each share trade, the client will be charged the higher of A$120.00 or 1.0% of the value of the trade.