Access compelling results driven by a team that is constantly striving for excellence.

Managed Portfolio Service

Managed discretionary portfolios are a premium, actively managed service that allows our advisers to act on your behalf (under strict guidelines), completely removing the stress from the investing process.

Your adviser will work with you to create a customised portfolio and will actively monitor the market on your behalf, taking advantage of opportunities that are presented in changing market conditions.

Learn about how you can benefit from our personalised service

 

With our specialised managed portfolio service, you are guaranteed the following:

  • Absolute transparency
  • Online Access
  • Flexibility
  • Priority
  • Tax Benefits
  • Comprehensive Reporting
  • Timing

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Additional Services

Share Trading

While we recommend establishing a core long term portfolio, share trading can produce excellent results with a disciplined approach. Our brokers are able to provide their analysis, expertise and research to deliver tangible results.

Share Trading

Fast Share Sales

If you are looking to sell a single share holding or a portfolio, our brokers can help to make the process as efficient and simple as possible.

Fast Share Sales

Deceased Estates

At Baker Young, we offer an efficient deceased estate service, enabling estate executors to dispose of or transfer share holdings of a deceased estate. This service is also available to accountants or solicitors who are assisting in the sale process.

Deceased Estates

Corporate Advisory

Baker Young Corporate’s team of professionals have the industry knowledge, expertise, and networks to provide a relationship-driven service tailored to your needs.

Fundamental to our corporate service is a committed, long term focussed relationship with our clients, supporting and advising them to achieve their strategic objectives.

Learn more about our Corporate Advisory service

How to become a client?

It is important to understand that choosing the right adviser for you is personal – so a face-to-face meeting is critical. It’s important for us to understand your expectations, your investment history, and your investment goals and needs.

    • Ask you to fill out a new client account form.
    • Provide you with a copy of our Financial Services Guide.
    • Ask you to take away and fill out a risk profile questionnaire, so we can match our advice with your risk profile.
    • Offer you settlement tools for your share dealings – for example, a recommended Cash Management Trust.
    • Discuss our service levels, our charges and provide the reporting functions you are seeking.
    • Finally, your adviser will construct an action plan for you and provide you with all you need to become an active investor.

Book a consultation

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Prefer to phone? 08 8236 8888