PORTFOLIO MANAGEMENT

At Chase Wealth Australia we ensure we will consistently oversee your portfolio growth. To guarantee you feel supported throughout the process we will: 

  • Provide updates of portfolio presentation either annually, or bi-annually

  • Give examples of what your portfolio is worth and all possible options moving forward

  • Provide a chance to re-strategise and be completely involved in the choices around your portfolio

Having a portfolio manager allows you the freedom to invest and feel confident that experts are handling everything for you. 

It is a stress free way to grow your wealth without the pressure of organising and managing the entire process by yourself.

 

Property is a safe and effective way to invest and we will work to make you feel secure and supported every step of the way. 

OUR SERVICES

PROJECT 

COORDINATION

INVESTMENT

STRATEGY

ACCOUNTING

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