Investment Advisory
and Reporting Services
Independent. Experienced.
Reliable.
In conjunction with the strategy reviews, Prudential provides on-going portfolio recommendations taking into consideration the entire range of appropriate investment choices in the market. Our advice is made in consideration of the client’s specific investment policy limits, strategy and prevailing cash flow requirements.
Following consultation regarding appropriate investment options, and upon receiving specific approval from the client, Prudential negotiates with financial institutions on behalf of the client. We then send settlement instructions (money is never sent to or via Prudential) and assist with any follow up transactional issues.
Prudential recommends the use of Austraclear for independent safe custody services. Prudential provides our clients with direct access to leading experts in settlements and Austraclear services.
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