Premium Strategic Solutions will guide you through the investment decision process adhering to the principles contained in our investment philosophy document. We utilise industry best management platforms, which offer comprehensive investment solutions including access to and reporting on a wide range of wholesale and retail managed funds, direct shares, and direct property. This administration service reduces the complexity of managing your investment portfolio by providing a flexible and simple administration solution to suit your individual needs and objectives.
We will provide you with regular portfolio reviews, reports and updates as well as proactive recommendations about your investments. With simplified record keeping and consolidated tax reporting, you will receive easy to understand reports about all your investments held within the service. This includes portfolio valuations, income and taxation statements.