Share portfolio management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing. We keep a constant eye on the share market so that you do not have to.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
Darryl John Jopling
Director and Financial Planner
Darryl began his career in the Financial Services Industry in 1982 and for 16 years held a variety of roles with one of the major banks. Darryl became a financial planner in 2000 having attained his Diploma of Financial Planning.
In 2003, he became a Certified Financial Planner™ professional, an internationally recognised educational standard and is committed to helping his clients build and protect their wealth
Darryl John Jopling is an authorised representative (298494) of Dover Financial Advisers Pty Ltd (AFSL 307248).