Tailored advice
Our specialist financial advice covers every stage of the investment process, from analysis to execution and
review. We begin with a holistic view of your financial position, life situation, and long and short-term
aspirations. Then we match your objectives, risk profile and time horizon to a tailored strategy that
maximises your potential after-tax return.
Highly experienced and qualified advisers
Our Financial Advisers are selected for their experience and qualifications - but what gives them an extra edge is their access to superior research and advanced analytical and trading systems. Here are some of the specialist advisory services they offer:
- Asset allocation and investment selection
- Portfolio analysis, construction and optimisation
- Investment strategy, including strategies for trusts and SMSFs
- Superannuation and retirement planning, including SMSFs
- Tax planning
- Estate planning
- Geared investment strategies
- Personal and business insurance strategies
Strategic excellence and outstanding execution
Planning Execution Monitoring
- Investment strategy
- Risk/Return objectives
- Tax and liquidity considerations
- Strategic asset allocation
- Diversification & risk management
- Quantitative analysis
- Capital market analysis
- Investment selection
- Asset correlation analysis
- Asset custody
- Manager visits and selection
- Policy compliance
- Model portfolios
- Portfolio performance
- Real time online monitoring
- Quarterly performance reports
- Annual tax statements (including CGT records)
- Strategic evaluation
- Rebalancing
Service Opportunities We are where you need us Become a Commonwealth Private Bank client
This information has been prepared by Commonwealth Private Ltd ABN 30 125 238 039 AFSL 314018 without taking account of the objectives, financial situation or needs of any particular individual. You should, before acting on this advice, consider its appropriateness to your circumstances. Service is provided by a team consisting of a Private Banker who is a representative of Commonwealth Bank of Australia ABN 48 123 123 124 and Financial & Insurance Advisers who are representatives of Commonwealth Private Ltd.
