Ongoing Services

Greg and Sonya provide a comprehensive personalised service for their clients:

Direct Access

Greg and Sonya are available in person, via telephone or email to discuss your investments.

Investment Choice

You can have as much or as little input as you wish into the investment decisions made in your portfolio.

Portfolio Administration

All of the administration is processed through a central facility, saving you time and stress.

Portfolio Reporting

You receive regular reporting on the value of your investments, performance and transactions.

Tax Reporting

Where appropriate, you will receive a comprehensive report about your portfolio to assist with your tax affairs.

Online Access

You have 24 hour comprehensive online access to your portfolio details.

Company Research

Greg and Sonya can provide you with detailed Hartleys research about a wide range of ASX-listed companies.