Entello Group’s equity management service helps you make the most of your investment opportunities, using your existing assets to build your wealth.
Our Key Account Officers actively monitor and assess your portfolio in line with your personal financial plan and goals.
As the value of your real estate and/or shares grow, they will provide guidance on how to appropriately utilise your available equity to meet your financial goals.
This service is ideally suited to those requiring a managed approach while retaining direct ownership of their investments.Equity Management is tailored to clients who aim to accumulate a diversified existing investment portfolio.
Our guidance is based on and substantiated through extensive research and years of experience.
With significant experience in the share and property markets. Entello is ideally placed to help you build your equity and secure your financial future.
How does Equity Management work?
There are two asset classes covered under the Equity Management Service – real estate and shares. As the value of these assets increase, the amount of equity available to be utilised also rises. Our Key Account Officers monitor and assess the amount of available equity and give guidance for further investments based on:
> The current economic conditions;
> Risk management strategies; and
> Your financial plan.
What types of Equity Management Service is available?
Entello offers two levels of support as packaged products that may suit the type of investments our clients hold. Share Portfolio Management addresses the share portfolio only, whereas Total Equity Management provides a holistic management support across both real estate and shares.
For more information on each option click the link below:
What are the benefits?
Our clients enjoy the benefits of being part of a large group of investors, rather than as individuals. This allows us to negotiate the following benefits:
> Improved margin lending rates;
> Delivery of expert market analysis;
> Provision of a client portal that allows transparency for all your investments.
How much do I need to invest?
Contact our team to find out if this service is suited to your investment strategy.
What is the best Equity Management Service for me?
Contact our team to receive an information kit, which outlines our services, fees and charges.