"Build a portfolio that works as hard as you do—IDPS makes wealth creation seamless and strategic.

Investor Directed Portfolio Service (IDPS) are web-based platforms for accessing investment assets.

These are often referred to as master funds, master trusts or wrap services.

These products are useful for investors wanting to run a diversified portfolio of assets without the need to process a mountain of paperwork.

They also provide an instantaneous analysis of your portfolio and compile all the necessary reports for your accountant at tax time, saving you time, money and effort by just printing the relevant report.

IDPS can be used for Superannuation funds or simply to manage your savings and investments.

For an obligation free chat, call us today on  03 9416 2065 or send us a quick message and we will get back to you promptly.

START YOUR JOURNEY TO FINANCIAL FREEDOM

Book an appointment with your new financial advisor and get things moving in the right direction today!

  • This field is for validation purposes and should be left unchanged.