Sacha ConServ

Consolidated Investment Services

Put simply, consolidated investment services offer clients the ability to consolidate the administration of their investments through one place.

Recently, this market has been referred to as ‘master trust’ and ‘wrap’ services. However regulatory changes mean the lines of distinction are fading.

The future will see a consolidated investment model offering superannuation, pension and ordinary money regimes, with client investment choice in shares, listed securities, property, cash assets and managed funds. All under the one umbrella, and with an e-Business base.

Tomorrow, is an adviser in Hobart preparing a financial plan for a client in the Kimberley. The plan is emailed to the client for authorisation, submitted to the service provider, processed and investment orders placed. With the simple click of a button, and neither the client or adviser left their homes !

From their lounge room, both can monitor the portfolio, order and receive performance and tax reports, and adjust the asset mix. All using the home computer.

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