Why Choose Us
Because we are committed to helping you. It's about establishing an ongoing relationship to build your portfolio and being fully invested in your success over the longer term.
The media strives to simplify the financial markets, but in truth it is the details that make the difference to your wealth. Establishing and managing a quality investment portfolio is a full-time, skilled occupation- one that very few people have the capabilities or the time to do successfully.
Henley Securities works in a disciplined manner to ensure that your investments are managed to reduce risk and maximise returns. We recognise that clients have unique financial needs and our core purpose is to provide personalised solutions that best address those needs. In formulating your personal plan, Henley Securities will:
- Help you define your objectives
- Review your current situation
- Choose appropriate investments
- Assess the need for gearing
- Review superannuation arrangements
- Address tax planning issues
- Identify estate planning issues
Our services include:
- Personalised advice on Australian Share Purchases and Sales
- Complete Portfolio Administration services
- Managed Funds
- Margin Lending
- Cash Management and Fixed Interest
- Access to selected Initial Public Offerings and corporate placements
- Sophisticated investor placements and access to seed capital opportunities
- Financial Planning
- Retirement Planning
- Portfolio Reviews
- Self Managed Superannuation Services and Estate Planning
- Corporate and Business Consulting
For clients that aim to make their life easier we provide a complete asset management service. This offers consolidated administration, transaction and reporting for your investment portfolio including:
- One clear view of your investment portfolio with timely and detailed reports
- Up to date reports that allows for tax planning before the end of the financial year
- Banking and follow up of all dividends and investment income, including tracking of franking credits
- Reconciliations to your Bank accounts
- Reconciliations to your margin lending portfolios
- A comprehensive tax report at the end of the financial year
