Share Portfolio Management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing. We keep a constant eye on the share market so that you do not have to.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
Director - Oncore Wealth Solutions
Stacy is a qualified Accountant specialising in Self Managed Superannuation advice, Stacy's Superannuation focus has expanded into Retirement, estate, insurance and taxation planning advice. Stacy is also a registered SMSF Auditor and a Director of SMSF Audit Group Pty Ltd.
Bachelor of Business - Double Major Accounting & Financial Planning
ASIC Registered Financial Planner (458180)
Registered Tax Financial Adviser (25652277)
Member of Financial Planning Association of Australia (FPA)
AR of Daver financial Advisers
ASIC Registered SMSF Auditor (100258222)
Stacy Barnes is an authorised representative (458180) of Dover Financial Advisers Pty Ltd (AFSL 307248).