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.
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.
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.
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.