Investment Portfolio Management 2021-02-04T02:35:52+00:00

Investment Portfolio Management

We take the responsibilities that come with managing our clients’ money very seriously.   We adopt a research driven, methodical and conservative approach to our investment portfolio management service.

We have the capability to handle direct investments such as listed shares, exchange traded funds (ETFs), Listed Investment Companies (LIC’s) and Real-estate Investment Trusts (REIT’s) if you have ethical preferences or simply prefer a transparent investment approach.  We can also advise on manage funds, low cost index funds and international funds as part or all the solution for you.   We will customise a portfolio to meet your requirements

Common Questions

We aim to help educate our clients throughout their financial journey with Richmond Wealth

Do you have the expertise and systems to deal with direct shares?

What’s the best way to get exposure to International Investments & what are the risks?

Can the Richmond Team manage the investments we have within our SMSF?

We some very clear “ethical filters” with how we like to invest. Can your firm deal with that?

Are you able to help with our investment administration, as we simply don’t have the time to deal with that?

Free 5 minute financial health check

“A banking background gave me a prudent approach to personal financial matters, an approach which has been consistently displayed by Scott and his staff at Richmond Private Wealth.

Having direct access to a financial adviser, together with the friendly, approachable and truly professional service has consistently provided a mutually beneficial outcome over the years.

We wouldn’t hesitate to recommend Scott and the Team at Richmond Private Wealth to anyone seeking a bespoke financial service.”

K & M Hadwen, Perth WA

At Richmond Wealth we are committed to each and everyone of our clients in helping to secure their financial future. We are transparent, diligent and client focused in everything we do.

Book a Free Consultation