WHAT IS WEALTH MANAGEMENT?
Wealth Management is a high level professional financial service that combines investment management strategies alongside other considerations such as financial, taxation and estate planning.
WHY WEALTH MANAGEMENT?
Wealth Management services provide a professional overlay and guiding hand to your investment portfolio. While asset performance is important, wealth management adds value to your portfolio through appropriate assistance in avoiding poor or inappropriate investments.
In addition to the given benefits of using a professional to manage your investments, there are many (and often significant) extra benefits that a professional wealth management adviser would be able to offer, such as identifying financial, tax, and/or estate planning issues.
THE OAKLEIGH DIFFERENCE
Oakleigh provides a bespoke approach to portfolio management. No two families are the same, nor are their needs; therefore, their investment portfolios shouldn’t be either.
Oakleigh ties your risk appetite with your investment portfolio and overlays the investment management experience of their advisers and the markets to build a portfolio that suits you and your needs, as well as protect you from the prevailing headwinds in the market.
Get in contact with one of our friendly Wealth Management Advisers today to learn more about what Oakleigh Financial can do for you.
Dynamic Portfolio Reporting
All Oakleigh Wealth Management clients who own assets directly (not via platform) have access to detailed reporting functionality online.
Reporting content includes;
Portfolio Summary Reports (holdings statement and asset allocations),
Performance Reports (portfolio performance vs market),
Transaction Statements (purchase/sale, dividends, interest),
Income/Dividend Reports (franked vs unfranked dividend),
Capital Gains Reports,
Custom Watchlists (to follow stocks/assets not owned in your portfolio)