The Personal Asset Management Service is of particular benefit to private investors who primarily invest directly into the Australian share market with investment portfolios greater than $400,000.
Combined with the investment advice of your financial adviser, this service enables you to focus on achieving your financial goals by simplifying the administrative paper war that a direct share market portfolio can generate.
At National Australia Trustees Limited, and as part of the National group of companies, we have access to a considerable range of resources. Utilising all of our available technical resources, we can provide a tailored personal asset care service for you.
What is the Asset Management service?
The Personal Asset Management service is a Nominee and Custody service provided by National Australia Trustees Limited, utilising sophisticated trust and custody systems to administer and provide consolidated reporting on client investment portfolios.
As part of the Integrated Financial Services offering, our expertise extends from our many years' experience in administering trust investment portfolios and meeting the needs of our trust beneficiaries.