The Pritchard & Partners Portfolio Management Service has been developed with input from clients to help them reduce their time and energies spent dealing with their investment portfolios.
This service is designed for individuals, joint arrangements, partnerships, companies, trusts and superannuation investors.
It is ideal for people who:
- Could use some additional time in their busy schedule
- Wish to focus more on investment and less on administration
- Want reliable, accurate and easily accessible information about their portfolios
With a dedicated portfolio account manager Pritchard & Partners will provide:
- Comprehensive taxation reporting
- Annual reporting
- Trust distributions
- Capital gains
- Notifications to share registry
- Corporate action notification and processing
Reporting on all investment income including tax breakdowns and franking credits
But most importantly it is fast and easy access to your information.
If you would like more information please contact us at firstname.lastname@example.org.