It has been over 4 years since the Global Financial Crisis and most people have seen their portfolios decline significantly. Are you still prepared to let someone play Russian roulette with your financial future? Are you prepared for the next share market phase?

You might have worries and questions about:

• Share market risk
• How your portfolio is really performing
• How is your superannuation performing
• Quality of advice you are getting, if any
• Missing out on opportunities
• Lack of accountability and responsibility
• Transaction fees – the real costs

Fundamental Proposition
You MUST get at least Market Return for Market Risk or else you are going backwards.

The Solution
Investment decisions are made in a world of uncertainty, and making investment mistakes is expected. No one has a crystal ball, however, WellSpring approved service provider Portfolio Plus, can help reduce if not eliminate the portion of your investment portfolio which is at risk or underperforming.

Portfolio Plus – basics of service offer
Portfolio Plus has over 20 years experience in managing Investment Portfolios for retail & wholesale (Large) clients comprising of Investment grade assets via Australian and International Equities

Deliverables – You get

• Advice from 20 yrs experience
• Accountability – Benchmarked performance
• Fixed fees
• Portfolio outperformance – Higher returns – Lower Risk

What Portfolio Plus delivers:

• Good advice, guidance
• Accountability for advice
• Strong returns
• Appropriate risk level
• Personalised (“side-by-side”) mentoring advice and guidance

What Portfolio Plus DOESN’T do…

• Sell you investment products and training
• Buy/Sell shares and pretend it’s advice
• Confuse you with detailed meaningless reports

You now have a choice

1. Portfolio Plus Hands Off Serviceor
2. Portfolio Plus DIY Service

Portfolio Plus Hands Off Service

• You will get experienced, high-level, cost-effective and confidential service
• Your share portfolio will be correctly structured, monitored, performance benchmarked and reported to you on a regular basis

This means you will get a very clean, clear window into your investment portfolio. You’ll have a precise view of your risk-return position and how well your money is being invested.

Have your investment portfolio managed and reported just like that of a professional investor.

OR

Portfolio Plus DIY Service

• Access to properly constructed Portfolio Plus model portfolios that
• Are Risk/Return Optimized. This means your portfolio is constructed to produce the lowest Risk for expected Returns
• Gives you choices
• ASX 20 Leaders
• Major Resources (10 largest diversified Resource stocks)
• Balanced (Industrial & Resources)
• Imputation (emphasis on franked income)
• Are updated monthly to take account of shifts in market conditions

You decide whether to invest in one or more of the portfolios and how much time and money you allocate to them. They will give you a firm position in the market and a base around which you can build an orderly portfolio investment.