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Adviser Solutions

HarbourSide Capital provides Accountants and Financial Planners with the ability to deliver tailored managed account solutions for the day to day management of client portfolios. Our Adviser solutions significantly reduce the compliance burden of managing your client’s investments, allowing you to focus on what you do best.

HarbourSide Capital’s Adviser solutions provide:

  • End to End solution - A complete end to end outsource solution for your practice. From compliance and advice through to investment management including statements and records of advice, audit, tax and performance reporting it is all taken care off.
  • Licensing - Managed Account licensing solutions if required.
  • Investment Options - A wide variety of investment options from Australian and overseas equities and Alternative investments through to fixed interest.
  • Private Label - The ability to use your own company branding.

Use our model portfolios or create your own. HarbourSide Capital can provide you with a range of active/passive investments and model portfolios or the potential to tailor your own investment solutions via a white label.

 

Model Portfolios

Multi Asset Portfolio Strategies

Conservative
Moderately Conservative
Balanced
Assertive
Aggresive
 

Low Cost Model Portfolio's

Conservative
Moderately Conservative
Balanced
Assertive
Aggresive