Total Equity Management

How does Total Equity Management work?

Total Equity Management is a holistic service designed to complement the existing Share Portfolio Management. This package enables clients to access services and support for their overall holdings for both shares and real estate.

Through an ongoing review process, clients can keep holistic financial information up to date with Entello. This enables us to provide prompt and cost effective financial planning advice when and if required. An element of planning advice is built into the Total Equity Management package.

Clients are kept up to date with detailed market activity through access to general and specialised economic update webinars included in the package.

Additional investment property information is presented on the clients Investor Portal and property is reviewed annually to assess any surplus equity that may be available for further investment. An annual review and ongoing monitoring by both your Key Account Officer and Financial Planner will assist you in optimising your overall investments on an ongoing basis.

The Total Equity Management package includes:

Update of your real estate equity in regular intervals throughout the year;
Annual review with a financial planner to ensure your goals and objectives are on track;
Additional eight hours of financial planning advice throughout the year;
Access to professional advice on established real estate investments;
Annual review of property values with a Comparative Market Analysis (CMA) report for each property;
Access to all of the General Economic Update webinars; and
Access to two Specialist Webinars of your choice per year.

Key Benefits:

Ongoing and up to date information regarding your equity position;
Ongoing review of goals and investment strategies, allowing for a more active management of your overall investments;
Ongoing equity optimisation tailored to your current situation; and
Planning advice can be given without you having to fill out a form each time, as your information held by us will always be current and thus comply with the ASIC regulations.

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 cost of the Total Equity Management Service?

Total Equity Management is provided at a fixed cost of $165 (GST Inc) per month additional to the Portfolio Management fees. Contact our team to receive an information kit which outlines our fees and charges.