Portfolio concierge service

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Concierge administrative services

Portfolio concierge service

This service manages all investment paperwork, day-to-day portfolio tasks, banking investment income, and paying expenses. Offering assistance with personal finance management, tailored to your needs.

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This service relieves you of the responsibility and time commitment of managing all the paperwork associated with your investments. It covers all aspects of your portfolio’s day-to-day management.

Our experts act as the central point for all investments, handling the banking of investment income and payment of expenses when necessary. We can also assist with managing your personal finances if required. Our portfolio service is tailored to your individual needs and investments.

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Who can benefit from this service?

  • Time poor individuals who don’t have the time to attend to all of the administration associated with their investments
  • Individuals who don’t have the capacity or desire to manage their investment portfolio
  • Those that want the flexibility and control afforded by a self-managed super fund, but don’t want the associated administration burden
  • People who have managed on their own for years and want someone to take over
  • People who are travelling for extended periods and need someone to manage their paperwork or pay bills
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We relieve you of the responsibility and time commitment of paperwork associated with managing your portfolio

Our team can assist in areas such as:

  • Quarterly reports on activities and status (including up-to-date bank transactions and investment reports)
  • Quarterly reports on portfolio activities and status as well as comprehensive underlying investment portfolio information for investors that need to know all aspects of their portfolio analysis (including up-to-date bank transactions and investment reports)
  • Managing the portfolio’s bank accounts, including all expense payments and deposits
  • Receivable and payable management for the portfolio accounts
  • Managing the purchase and sale of the portfolio assets in accordance with the approved investment strategy
  • Answering telephone support for client inquiries
  • Ongoing management of an adequate disaster recovery plan
  • Maintaining and managing the day-to-day administration of your portfolio
  • Collect the income, sale or redemption consideration from the investments
  • Maintain all documents and records evidencing the purchase, sale or redemption of investments
  • Maintain all documents and records that evidence the title to the investments
  • Provide you with as reasonable assistance as possible in monitoring the performance of investments
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Take the burden off from managing your investments and free up your time to enjoy life.

Contact your local Nexia Adviser today for a free consultation and find a service that suits your lifestyle and enables you to reach your full potential and meet your financial objectives.

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Debbie Hussein

Debbie Hussein

Client Services Manager, Financial Planning

Sydney, NSW

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