The Panoptic View – March 2020

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Portfolio Management

Our PWM Managed Discretionary Account Service is a completely integrated investment management and administration service. Clients have a custom-built portfolio that comprises Australian and international equities, bonds and fixed interest, listed and unlisted property, cash, managed funds and alternate assets.

Our Investment Committee conducts rigorous screening and due diligence processes to ensure that our investments are appropriate. The Committee also reviews the asset allocation for our clients to ensure we achieve superior risk-adjusted returns for our clients over the long-term.

The asset allocation of your portfolio is the key determinant of performance, risk, and volatility over time. We work with you to define the appropriate asset allocation depending on your circumstances, risk profile, and financial position.

Find out more about our Managed Discretionary Account Service here.

Superannuation

If you’re ready to take control of your super, talk to Panoptic Wealth about our adaptable superannuation options.

We give you more power over your superannuation investment choices, with more control than traditional super funds.

When you choose Panoptic Wealth, your super is overseen by our Investment Committee. We will construct a portfolio that is best suited to your stage of life and which will look to achieve your goals whilst working or in retirement.

Share Advice

Panoptic Wealth offers access to both the domestic and the international share market.

At Panoptic Wealth, we believe that every investment made, whether it be large or small, is important and forms a basis to fulfil short-term or long-term investment objectives. What may be a minor investment for one investor, may be a large investment for another, so all investments are treated with the same prudence and diligence.

Our team will guide you through the process of creating and maintaining your share portfolio with sound, proven advice. We will assess your risk-return profile and build a share portfolio tailored to your investment objectives.

Support

You, our client are our number one priority, and that is why we pride ourselves at Panoptic Wealth in providing exceptional service. We want to help you simplify your finances, and make smart decisions based on the expertise that we provide.

Apart from the standard services above, we also provide the following Panoptic experience:
 
  • Online 24 hour, 7 day a week access to your individually managed portfolio.
  • Reporting and analysis of your portfolio against performance benchmarks.
  • Direct access to your portfolio manager.
  • Administration services – Collecting dividends/calculation of Franking Credits, corporate actions etc.
  • Yearly meetings with your Adviser.
  • Comprehensive reporting, including for tax purposes.

Family Succession

Every family is unique, yet they all face similar issues.

At Panoptic Wealth, we believe that family wealth should be a long-term plan. In addition to providing Total Wealth Management, no task is too sophisticated or too personal to delegate to your dedicated team of specialists.