YOUR CLIENTS SUCCESS

We understand that successfully managing your clients' financial affairs will secure the long term success of your practice. Our unique service model enhances your ability to build successful relationships with your clients.

Unique Service Model

Our model enables you to offer your clients financial planning, investment management and account administration services.  These services are provided from within our organisation without relying on external fund managers or third party administrators.

This provides your clients with direct ownership of their assets through a transparent, cost effective service structure.

Dedicated Client Account Administrator

Your clients will have a dedicated client account administrator who is responsible for all account administration.  They will ensure your clients' portfolio is completely up to date and they are fully informed of all relevant investment matters.

Comprehensive Account Administration

Our service enables your clients to effectively administer all their investment related transactions through a single cash management trust.  The trust will receive contributions and income, allow investments to be bought and sold and facilitate withdrawals and payments.

Professionally Managed Portfolios

Your clients have the opportunity of investing from a series of professionally managed investment portfolios suited to a wide range of individual needs and investment profiles.  Our investment management team have a strong knowledge of financial markets through their extensive experience and access to leading investment research. 

We use a fundamental investment philosophy in managing well-structured and diversified portfolios providing your clients with the peace of mind knowing their portfolio is well positioned to achieve long term gains.

Online Access to Monthly Reports and Newsletters

Your clients can monitor the value, performance and transaction history of their investment account through the comprehensive range of reports available on our secure website.  They will also receive our monthly newsletter with commentary on the financial markets, an update on the Politis Portfolios and those financial planning matters that may impact on them.