This is your exclusive area for direct information covering financial planning matters, administration tracking and investment material.
As you click through each article below you will find current news and information relating to that area and links to useful sites to assist in keeping you in-the-loop on the latest news from Segue and matters that affect you and your financial portfolio.
We believe that when it comes to your finances, an understanding of all the latest financial news and policy changes is integral, so we want to ensure that you are kept up-to-date with any news which may affect your portfolio. Whether it be an article on tax changes, news from the financial markets or an update on your fund's audit - it can all be accessed through the Segue Client Lounge.
This section is especially for you. We want this point of access to be highly effective for your use so please send through your feedback and suggestions.
Contact: nadene.smith@segue.com.au.
Protected: Active Investing
Segue provides a unique investment service. We actively manage daily several investment models that are structured by purpose. This means each model will make use of the appropriate asset classes and allocation to derive the desired purpose - be it income or growth. Our Managed Discretionary Accounts (MDA) facilitates our active management further by enabling you to authorise direct and imm [...]
Protected: Financial Planning
Financial Planning takes into account so many issues from cashflow concerns to long term retirement plans and estate management. There are a myriad of ways we structure clients financial affairs. Our goal is to design a lifelong strategy with you that achieves the goals you set and continues to adapt over the course of your financial future accommodating the different paths your life will trave [...]
Protected: Portfolio Services
Portfolio Administrative Services manages all your data recording, portfolio reporting and regulatory administration. The importance of maintaining your financial affairs relies greatly on sound and efficient order of many and various imperative documents. In this section you will be able to find information and regular input about these documents. Links: SMSF - Trustees Roles & R [...]
