To deliver consistent investment outcomes, our asset management strategy utilises a selection of Separately Managed Account (SMA) solutions. A SMA enables us, as the manager responsible for the ongoing monitoring and maintenance of our portfolios, to simplify your portfolio administration and fully align the monies we advise on with our investment philosophy and process. And by using a combination of the SMA solutions we administer, we are able to develop a custom portfolio in keeping with your individual needs, objectives and personal preferences.
Our asset management capabilities include:
Peter was very knowledgeable and advised us on everything we needed for our life insurance. Tammy then took over and assisted us completing all the paperwork and even dealt with my current super provider for me. It was great that I knew what was going on at every step of the way and I’m very comfortable working with the team at Forrest Private Wealth. Having professional staff available for any questions or assistance has been very reassuring.
Forrest Private Wealth Pty Ltd
ABN 12 615 181 881 | Corporate Authorised Representative of Forrest Private Wealth Management Pty Ltd | ABN 18 615 339 485 | AFSL No. 492712
(08) 9382 1866
57 Forrest St, Subiaco WA 6008