PFG Services
- Periodical formal asset allocation and investment review
- Full administration of investments
- Quarterly portfolio reporting
- Ongoing advice in regard to corporate actions, share offers and takeovers
- Ongoing investment manager review
- Ongoing asset allocation review
- Access to professional investment research provided by Lonsec, ABN Amro, & Macquarie
- Access to macroeconomic/portfolio research by independent experts/consultants Farrelly’s & JP Consulting
- Quarterly Lonsdale newsletter
- Unlimited direct contact via phone or email for advice and administration
