Flexible
If your plans change, so can your portfolio. While there is a recommended minimum investment period for every portfolio, you can access your investments if life throws you a curveball.
Options for every goal
The service has portfolios suitable for a wide range of risk profiles, investment time horizons, and tax situations. Your financial adviser will help you select a portfolio to see you reach whatever goals you have set out.
Find balance
Your investment doesn't have to cost the earth. Every portfolio is invested in line with our sustainable investing philosophy and factors in environmental, social, and governance issues into every investment decision.
How do you sign up?
You can only access this service through qualified financial advisers. Advisers help you select a portfolio and provide ongoing support relating to your investment in SBS Wealth's Managed Portfolio Service.
We have a team of dedicated financial advisers available through SBS Wealth who can provide you with a comprehensive plan and recommend the right option for you.
Need some financial advice?
