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Key reasons to talk to a SWISS financial consultant today:

  • As professional advisors, we are here for you; our loyalty is 100% to you. We are mainly a fee-based service
  • We listen to you — very closely — so we can tailor the right investment program for your specific needs and goals
  • Not being share brokers, financial planners or other types of tied 'advisor' we put your interests first — always
  • You save time, effort and money while we make your investments work harder to yield more
  • You'll find our approach friendly, personalised and professional
  • We use the latest IRESS wealth management solutions software to manage your investments
  • We are covered by professional indemnity insurance
  • We are experienced financial navigators who will act in your best interest to create long-term mutual benefits
  • Your wealth is our goal: We have MDA (Managed Discretionary Account) in our License and will tailor-make the investment program that bets meets your financial goals

Your wealth is our goal.

Click through the pages below to discover how our tailor-made investment programs can meet your goals and build your wealth OR contact us now on (03) 9614 8818 for an obligation-free discussion.

MANAGED PORTFOLIO SERVICES