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.

 

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.

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.

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.

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

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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.

Book a consultation

Prefer to phone? 08 8236 8888

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