Does your financial planner direct invest? #financialeducation

For the last 24 years, we’ve built bespoke direct portfolios for clients. Wherever it’s appropriate, we stay off platforms and avoid managed funds and ETFs.

Why? Control, transparency and better tax outcomes.

Direct portfolios allow you to know exactly what you own and why — without inheriting unexpected capital gains from internal turnover inside managed funds and ETFs. And by reducing unnecessary fees, we create savings that compound year after year.

It’s not the right approach for everyone, and managed funds aren’t “wrong”, but in many cases this approach gives you:
• Lower fees
• Greater tax control
• Full transparency
• Access to small and mid-cap opportunities big funds can’t reach

AFSL 495401
General advice only

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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.