Services
Financial Planning
When new clients approach Panoptic Wealth they may have differing perceptions of what we do. Are we portfolio managers, stockbrokers, tax experts, superannuation specialists, estate planners, retirement planners, insurance advisors, or risk managers?
The reality is Panoptic Wealth is a combination of all of these. We provide custom-built strategies that will assist you to create, grow, and protect your wealth. We assist clients through all stages of their lives and are part of their planning for future generations.
We provide advice on investments, superannuation (including SMSF), tax structuring, cashflow management, insurance requirements, retirement, and estate planning. We immerse ourselves in all the nitty-gritty execution required to keep your life moving the way you want it to move. This includes ongoing counsel and communication, so we gain an intimate understanding of you and your financial goals.
Portfolio Management/ Managed Discretionary Account
Our PWM Managed Account Service is a completely integrated investment management and administration service. Clients have a custom-built portfolio that comprises of 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.
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 fulfill short term or long-term investment objectives. What may be a minor investment for one investor, maybe a large investment for another, so all investments are treated with the same prudence and diligence.
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.
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.
Family Succession Solutions
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.
Support
You, our client is 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.
- Assistance in dealing with Centrelink for clients.
- Comprehensive reporting, including for tax purposes.
OUR 5-STEP INVESTMENT PROCESS
- Initial Consultation
We take the time to listen and understand your financial situation, goals and objectives. We’ll also answer any of your queries about Panoptic, our experience, qualifications and the services we offer so you can feel confident in our abilities to grow and protect your wealth.
- Engagement Proposal
You’ll receive a summary of our meeting, confirming your financial situation as we understand it, your objectives and the advice we’ve been asked to provide. This is an opportunity to confirm the scope of work and clarify any additional information required to provide the advice you need.
- Advice
You’ll receive a thorough Statement of Advice (SOA), including all the details of what we have considered in providing that advice, the benefits of the advice, the risks to the advice and the outcomes of following the advice. We’ll also consider any additional strategies and ensure the advice given can adapt to your different life stages.
- Implementation
Once you review the advice, we’ll answer any queries you may have. We’ll work with you to implement any changes you’d like to the SOA to ensure you’re completely happy with the decisions we’re making. Once you’re confident with the SOA we can begin implementing it.
- Ongoing Review
Our ongoing services packages to meet your personal needs. All fees are discussed and agreed upon prior to undertaking any work, so there are no nasty surprises.