Investment Management

Fintech’s investment management solutions provide access to Australia’s leading investment platforms and structures. Due to our scale, Fintech has negotiated exclusive pricing that delivers fee savings and value to our clients not available elsewhere. You are able to delegate the day-to-day investment decisions and management to Fintech’s specialist team and investment committee.

Fintech has access to all listed securities and Exchange Traded Funds (ETF) on the Australian Securities Exchange (ASX), and an extensive range of managed funds and other private investment opportunities. Our approach is to utilise the best research available in the industry and make it available to Fintech Investment Portfolios across a range of risk profiles that cater for various investors needs efficiently and cost effectively.

Fintech Investment Portfolios

Investment portfolios are provided across a range of Investment Risk Profiles to suit your needs:

30% Growth Strategy

50% Growth Strategy

70% Growth Strategy

90% Growth Strategy

All Growth Strategy

Australian Share Income Portfolio

When you open a Managed Account a Cash Portfolio will automatically be established for you.

Benefits of Fintech Managed Accounts

You retain beneficial ownership of your investments
Professional management of your portfolio by leading investment specialists
Transparency of each underlying shares and investment in your portfolio
Experience and expertise of the Investment Committee appointed to direct the Fintech Managed Accounts
Tax benefits of dividends, buy-backs, rights issues and corporate actions maximised for your tax structure
Lower costs of trading through wholesale brokerage rates
Efficient collection of dividends, distributions and other income payments to minimise the risk of income not being received
Online reporting for your portfolio valuation, performance, transactions, income and capital transactions
Annual tax reporting substantially easier, especially when incorporated with Fintech SMSF Administration

How Fintech Managed Accounts work

The Fintech Managed Accounts are also a transaction and investment administration service with a single point of reporting. This allows you and your Fintech Financial Services adviser to electronically administer your listed shares and ETFs and consolidate these with your other private investments like investment properties or Business Real Property (BRP) within a Self Managed Super Fund (SMSF).

This makes the investment process easier to manage, giving you and your adviser more time to focus on what’s important to you, optimising your needs, your taxation position and your overall financial strategies. Your adviser will facilitate this advice & strategy service, and provide easily understood reports on your investments via internet access whenever you want to access them.