Share portfolio management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
Neil joined Mansfield Financial Planning as the specialist adviser for clients in their 30's and 40's. Being aged in his mid-thirties himself with 2 young kids, he identifies with the major life challenges most 30-somethings face, such as buying your first home, raising young families, the associated responsibilities and the financial consequences. He is passionate about coaching people through such changes and helping them achieve their financial dreams and goals, using a pragmatic and disciplined approach.
Neil has a double Bachelor Degree in Engineering and an Advanced Diploma in Financial Planning.