Our Portfolio Management service will design, implement and manage a portfolio of investments specific to your needs, without incurring brokerage or commissions every time you buy/sell an investment. 

Not everybody invests via a Superannuation environment. Monies may well be held in a Family Trust or by an individual who is unable to contribute into Superannuation for some reason. 

Regular investment portfolio reporting allows clients to measure how their investments are performing, both from a growth and income perspective. Oakbridge holds the Australian Financial Services (AFS) license and can deal in all shares listed on the ASX as well as fixed interest instruments and managed funds.

 

We provide:

24/7 Client Online Access to investment information through the website Client Login

Daily

  • update all client investment portfolios (including bank balances) 
  • collect and scan client mail

Fortnightly

  • forward mail to clients

Monthly

  • update cashflow analysis

Annually

  • schedule client review meetings
  • update investment strategies
  • reset pension level, where applicable
  • complete and lodge Financial/Tax Returns
  • complete contribution assessment, where applicable

Unlimited access to advisers and support staff  

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