Hejaz Personalised Portfolio Service is our premium offering designed for clients who value their time, and recognise the importance of superior investment returns. It’s also a service you can trust because you know your wealth is being looked after by a team of highly qualified and experienced investment professionals.
The Personalised Portfolio Service includes a ‘do it for me’ option for those clients who don’t have the time or inclination to manage their investments, and would rather their financial adviser oversee their investment portfolio on a day to day basis. Alternatively, clients can choose the ‘do it with me’ approach, whereby you’re closely involved in investment decisions.
Personalised Equity Portfolios
An investment and wealth management strategy tailored to your circumstances and goals – including your income requirements, risk tolerances and tax situation.
Regular comprehensive reviews on the progress of your investments with your adviser – keeping you informed and your portfolio on track.
Hejaz provides a number of portfolio solutions for clients wishing to adopt a hands off approach to investing but to own the individual equities within their portfolio.
Portfolio Administration & Online Reporting
Reduce your administrative burden at tax time by subscribing to our high quality portfolio administration service. All administration, record keeping and paperwork done for you – including corporate actions, dividend payments, buying and selling of investments and tax reporting. Gain online access to your portfolio through our client login portal.
Super & Investments
Personalised portfolios can be created for your Superannuation and/or Cash Investments while implementing Islamic Principles. This services is ONLY provided by Hejaz Financial Services
Beneficial Ownership of Assets
You retain beneficial ownership and control with all assets remaining with you, providing you with flexibility, especially around tax planning.