Strategic Asset Management Services Perth

With over 100 years of investing experience, DJ Carmichael is Perth’s leading financial advisory and strategic asset management company. With a complete suite of advisory services on offer, we can help you create and manage your wealth, so you can achieve your financial goals.

The strategic asset management service enables your investment adviser to work closely with you to help you manage your investment portfolio.

The benefits of our asset management strategy service include:

  • Investments are held in your own name so the ultimate control is yours!

  • You are relieved of the time-consuming administration associated with managing a direct investment portfolio. All correspondence relating to your portfolio is handled on your behalf and we ensure you are notified of any action required.

  • Up-to-date portfolio information is available online 24 hours a day.

  • Comprehensive quarterly reports and an annual taxation report are provided, possibly resulting in lower accounting fees.

  • Settlement is facilitated automatically via your cash management account.

For tailored advise and premium asset management strategy services, please contact our team on 08 9263 5200, or email us at sam@djcarmichael.com.au.


SAM Reports

SAM provides full taxation, performance, transactional and portfolio valuation reports.

 

SAM Clients Login

Please click here to access your SAM information.

 
 

Please click on the booklet above to discover the features of Strategic Asset Management (SAM).