HNW Planning have launched a new service for advisers and their clients – Guided Portfolios.

Guided Portfolios are an investment in direct Australian Equities where portfolio weighting recommendations are provided by an external equities specialist.

Clients have the option not to take a particular guidance recommendation, which benefits those who would like to have a more ‘hands on’ approach with their investment portfolio.

Guided Portfolios may particularly suit those clients who have limited funds to invest as the minimum investment is $50,000 – inside or outside an SMSF.

There are no set-up fees other than the initial share purchase costs via a discount broker (Amscot).

If you are a client or a financial adviser and would like more information to enable you to determine whether Guided Portfolios are a good fit for you or your clients, you can obtain our free report, ‘Guided Portfolios FAQs’, here: www.guidedportfolios.com.au