Equity Management A4

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Equity MANAGEMENT

Entello Group is an independent financial services company geared to helping Australians increase their personal wealth and achieve financial security.

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 (KAOs) monitor and assess the amount of

We believe financial management is a personal responsibility and

available equity and give guidance for further investments based on:

our goal is to provide the expertise, tools and support to enable

n The Current Economic Cycle;

our clients to take control of their own financial destiny.

n Risk Management Strategies;

Our philosophy encourages direct investment in all major asset

n Your Financial Plan.

classes and adheres strictly to a fee-for-service policy which ensures transparency.

What is provided as part of this service?

We offer financial planning that is conservative, yet effective,

We periodically provide a valuation of your existing investments,

employing strategies that combine education with personal

including a comparative market appraisal on your property, to assess

wealth creation opportunities.

available equity.

Entello Group’s Equity Management service helps you make

Our Key Account Officer will advise on the best time to use this

the most of your investment opportunities, using your existing

surplus equity for investment in further property and/or shares.

assets to build your wealth. Our Key Account Officers (KAOs) actively monitor and assess

What are the benefits?

your portfolio in line with your personal financial plan.

Our clients enjoy the benefits of operating and negotiating as part

As the value of your real estate and/or shares grow, our KAOs

of a larger group of investors, rather than as an individual. This helps

provide guidance on how to appropriately utilise your available

us:

equity to meet your financial goals.

n Facilitate improved margin lending rates ;

This service is ideally suited to those requiring a managed

n Deliver expertise and market analysis;

approach while retaining direct ownership of their

n Provide analysis tools (tools to monitor value of equity in real

investments.

estate and shares) & interpretation.

Equity management is tailored to clients who aim to accumulate a diversified existing investment portfolio.

How is my equity used to invest in shares?

Our guidance is based on and substantiated through extensive research and years of experience.

We look for suitable companies and sectors that have completed their

With a significant experience in Equities Markets, Entello is ideally placed to help you build your equity and secure your

the market we can take advantage of opportunities to gradually build

major market corrections based on the economic cycle. As we review an appropriately weighted long term share portfolio for our clients.

financial future.

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 Equity Management Service? Contact our team to receive an information kit which outlines our fees and charges.

Where can I get more information? Visit our website: www.entellogroup.com.au; email admin@entello.com.au; or call 1300 246 837. Corporate House, Building 1 747 Lytton Rd, Murarrie QLD 4172 PO Box 385, Cannon Hill QLD 4170

T 1300 246 837 F 07 3393 9596 E admin@entello.com.au


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