Investment Portfolio Construction & Management
The staff at LDB Financial Services provides you with a portfolio management service through which handling your investments can be easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.
Your Financial Planner will keep abreast of the changes in the investment market so you don't have to. You maintain control of your investments and the decision making process while eliminating unnecessary risks, delegating the everyday tasks and utilizing the advice of your experienced Planner.
There is a multitude of investment options and funds available to all investors and being spoilt for choice can often become a barrier to making a decision. Lonsdale provide us with an extensive approved product list, and portfolio administration services for both superannuation and non-superannuation investments.
In addition we have access to extensive research and analysis on a wide range of securities and shares listed on the Australian Stock Exchange through Lonsec Limited, a major research house and its association with Aspect Huntley, as well as to managed funds through Lonsec.
At LDB Financial Services 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.
