For those clients who just want
compliance taken care of
From $185 + GST per month

For those clients who want to
build financial awareness
From  $295 + GST per month

For those clients serious about
growing their business
From $525 + GST per month

From $55 + GST per month**
*Additional properties $15+gst per month extra
*Company /Tax Structures From $65+ GST per month

Portfolio Management

The experts at Walthall Ward  offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At Walthall Ward we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met. Contact us today for specialist assistance with investments!

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