Individually Managed Account Service
Invest in a top performing managed investment!
When it comes to investing in the share market, not all managed investments are created equal. Achieving outstanding returns requires partnering with a company who has proven time and time again that it is timing the market, not time in the market that makes all the difference. That's why we created a unique investment service known as the Direct Equity Individually Managed Account Service, that provides you with all of the benefits of being a shareholder without the headaches of running your own investment portfolio. With no two portfolios the same, we offer a solution to your investment goals like no other Boutique Investment Company can. We make your money work harder, so you are free to enjoy life. Maximise the returns on your managed investments This is based on our philosophy which combines 'timing the market' with 'time in the market' to seek to maximise the return on your investments. The benefit to you is that you will not be buying into an existing and what may be a less relevant and less timely portfolio. In selecting investments, we focus on securities within the S&P/ASX 300 (depending on the investment strategy you choose), which our research and investment team believes can deliver strong returns over the medium to long term. Using disciplined investment processes, together with a strong client focus, Wealth Within aims to help you consistently outperform the market over the medium to long term. Your unique and your investments should be too! We understand that you are unique and your investments should be too, which is why our Individually Managed Account Service is tailored to clients who:
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Historical Performance
Delivering consistent returns that outperform the Australian market is what sets Wealth Within apart. Below are the Portfolios that Wealth Within has been managing since April 2003. Audited Returns to 6 April 2009PKF Chartered Accountants & Business Advisors ('PKF'), a major Australian and global accounting firm, have audited the results of our portfolios and have verified both the performance methodology and accuracy of the results for the period from inception (7 Apr 03) to 6 April, 2009. View the Performance Methodology. Read the findings of the PKF Review.
Represents the average annual change in capital value per annum net of fees and brokerage. |
TestimonialsI would like to pass on our sincere thanks for saving us from the heavy losses on the stock market that most of our friends have suffered. You are a great team. Hugh, H, Travelling Australia Thanks for the extremely pleasing profits you have achieved managing our portfolio. We have been very impressed with the stock selection, timing of trades and general overall management and reporting of our portfolio. Keep up the good work. Neil, M, Melbourne |
Our clients want their money to work harder. They want results that outperform the market average and personable service. And they come to Wealth Within because they know we provide the knowledge and investment expertise that makes this happen.
Our Expertise, Our Performance, Your Choice!
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The benefits of investing in the Direct Equity individually managed account service offered through Wealth Within include:
- Unique investment portfolio to take advantage of opportunities at the time you invest
- Customised stock selection enabling you to personalise the securities within your account
- All assets are beneficially owned, which means all entitlements accrue to you
- Professionally managed investment utilising over 30 years of investment expertise
- Returns that outperform the market average
- Full administration of your portfolio
- Funds invested only in leading ASX companies
- Competitive fee structure
- Transparency through comprehensive online reporting
Our clients want their money to work harder. They want results that outperform the market average and personable service. And they come to Wealth Within because they know we provide the knowledge and investment expertise that makes this happen.
With an investment starting from as little as $50,000, you will be able to tap into the benefits of our unique individually managed account service.
More Information
to learn about our Individually Managed Account Service.
Alternatively, call our office on 1300 742 738 or Melbourne direct on 9290 9999 and one of our friendly Client Services Consultants will be happy to answer any questions you have.
Testimonial
I just wanted to let you know how thrilled we are with the performance of our portfolio with Wealth Within. I remember reading your book, watching your DVDs and then speaking to you in March 2008. With a deep breath we took the huge leap to set up a Self Managed Super Fund with your company. By taking that step we conservatively saved over $150,000 that was not lost in our industry super funds during the worst GFC. Today we read with pleasure that over the same time many of our friends have lost 30% or more of their superannuation while ours has increased by 13.65%. That is just marvelous. Thank you to you and your team. Kathleen, F, Sydney
Want to take a more active role to managing your portfolio - learn more about our Share Trading Education.