Services

Securing your financial future involves more than just accumulating an investment portfolio.  Achieving your individual goals requires individual attention, utilising a wide range of tools and resources.

SPM Investment Group is supported by an extensive research division that constantly monitors and compares products and direct investment opportunities to ensure advice is up-to-date and is in the best interest of our clients.

SPM IG has access to resources and systems 24 hours a day and utilises these services in conjunction with their own filtration of specialist investment and technical contacts throughout the industry. 

Our practice provides comprehensive financial advice and portfolio management based from the Sunshine Coast to National and International clientele in the following specialist areas.

SPM Investment Group

  • Portfolio Management
  • Self-Managed Superannuation Funds
  • Investment Strategies and Portfolio Construction
  • Superannuation and Retirement Planning 
  • Direct Equities Advice
  • Estate Planning
  • Risk Management

All advice is based on the needs and objectives of the individual client.

Ongoing Services

"Private Client Management" 

It is critical that the progress of your investments is tracked regularly and measured against your financial goals.  To achieve this it is important to ensure that you have exposure to a portfolio service which allows us to efficiently collect and consolidate accurate and up to date information and report this to you.

"Private Client Management" enables you, the client to be able to make an informed decision at all times, ensures a dedicated individually or SPM preferred managed portfolio, appropriate strategy advice and entails:

  • An Individually Managed Portfolio, One Full Annual Review, plus half yearly valuation reports
  • Ongoing investment performance tracking, monitoring and management
  • Meetings, open access to advisers 
  • Corporate Newsletters
  • Strategic access to SPM secure Website and your portfolio
  • Administration and implementation of all investments and affairs (including documentation)
  • Priority allocation to new listings (direct or managed)
  • Provision of Statement of Advice - Ongoing Portfolio Review/Ongoing Strategy Review and/or Records of Advice 

This service is overlaid with an individual "Active Advice Style", which undertakes to manage all assets on a sector specific basis.