Documents

See below copies of documents to assist you with your Financial Planning. Please note that it is possible that the creators of these documents may have issued more recent versions.

Forms

Client Fact Find Form - use this to provide information needed for us to give you financial advice

Client Fact Find - Word Document

Investment platform product disclosure statements

BT Panorama Super

BT Panorama Investments

Asgard Infinity eWrap Superannuation and Pension

Asgard Infinity eWrap Investments

Asgard Infinity eWrap Investment Selection

Fund manager product disclosure statements

Bentham Global Income Fund

PIMCO Global Bond pds

PIMCO Aus Bond pds

Perpetual Wholesale Ethical SRI Fund PDS

Magellan Global Hedged PDS

Firetrail Absolute Return Fund PDS

Charter Hall Maxim Property PDS

Alan Gray Australian Eq pds

Fund manager information sheets

PIMCO Global Bond manager profile

PIMCO Australian Bond manager profile

MFS Fully Hedged Global Eq profile

Magellan Global manager profile

Magellan Global Hedged Profile

Firetrail Absolute Return Aus Share Profile

Cromwell Phoenix Property manager profile

Bentham Global Income Fund Profile

Bennelong Australian Share Profile

Alphinity Sustainable Australian Share Fund Profile

Allan Gray Australian Equity manager profile

Grace Financial Services Pty Ltd and James Massey are Authorised Representatives of HNW Planning Pty Ltd, , AFSL 225216. Authorised Representative nos. GFS: 452765, James: 398841. Content of site may not be fully up to date as legislation and financial products are constantly changing. Any advice provided on this website is of a general nature not taking into account your personal objectives and situation. Such matters are important to consider prior to taking any action. Please make an appointment to discuss your specific situation so that appropriate advice may be given with regard to suitable products using current information.