Our Wealth Management service provides all the benefits of our extensive investment experience, with solutions available for a variety of different individual circumstances.

Please contact us with any questions: wealth@fatprophets.com.au

Managed Discretionary Accounts

Our MDA (Managed Discretionary Account) is at the forefront of the Wealth Management industry in terms of its level of transparency, service and flexibility. Fat Prophets investment management team led by CEO Angus Geddes, takes control of the day-to-day management of your portfolio, while you retain full ownership of the stocks and are able to view the portfolio online at any time. With Fat Prophets taking care of your portfolio, missing out on investment opportunities because you are busy with life will never happen again.

You will still retain all the benefits of a direct share portfolio such as dividends and franking credits, and your portfolio will be managed in consideration of your own personal circumstances.

Opportunities in investment markets often arise which require immediate action. With a managed account, we can take advantage of the situation on your behalf without delay.

Before we do that however, we will discuss your investment objectives, risk profile and other considerations. This enables us to decide on an appropriate initial portfolio allocation and the predetermined parameters of future trading.

You will be provided with full online performance and tax reporting to help you track your investments on a regular basis. This can greatly assist with SMSF compliance, or any end of year accounting needs.

If you would to discuss whether the MDA may be right for you, please call Chris Kimber (Managing Director) or Anne Maguire (Senior Investment Adviser) us on 02 9024 6788 or email wealth@fatprophets.com.au

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