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Our Services

 'DIY' Portfolio

 DIY Portfolio

Our DIY (Do It Yourself) Portfolios are designed for budgest conscious investors that are comfortable in using computer systems and working out what they need to do from a comprehensive online self-help function. 

A high percentage of things will be automated from trades and cash transactions loading each day.

Manual adjustments however will need to made by yourself for optional corporate actions like Share Purchase Plans, Rights and Floats etc. 

You will need to confirm your own holdings and balances going forward but if you get stuck you can give us a call or send us an email anytime.

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Do It Yourself

    DIY

 

Testimonials

“Makes my life easier - less paperwork! About time we found a service like this one.”

-Dave Johnson, customer

 

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