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.
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.
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.
Our advisers are experts in assisting clients to generate higher returns on their investment portfolios through options trading.
Reasons for considering options
We help trustees of self-managed superannuation funds (SMSF) achieve greater returns on their investments. Our Services include:
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.
In general, for each share trade, the client will be charged the higher of A$120.00 or 1% of the value of the trade.
Subject to our minimum brokerage rates, the maximum brokerage that a Client will be charged is 3.5% plus GST, depending on the level of service agreed upon with the Client Adviser.
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Disclaimer: The information on this website is of a general nature only and does not take into account your personal circumstances. Please note that the circumstances of each investor are different and you should not act on this information without speaking to a licensed financial planner, who can consider if the strategies and products are right for you.