Key features - portfolio service

A comprehensive range of investment choice



Strategy portfolio service offers access to a carefully selected range of investment options including:

  • more than 200 managed funds
  • all ASX listed securities
  • term deposits
  • cash.


Direct shares service



An online share trading facility is available for advisers on the Strategy platform. It offers real time trading and web-based corporate action management.

Advisers will be able to use this new service to place instructions to buy and sell shares directly in the market, take up any corporate actions that may affect their clients’ holdings, view clients’ share holdings and peruse live ASX data.

Advisers can place orders at any time the ASX is open and receive electronic confirmation of their transaction.


Dollar cost averaging



Strategy allows investors to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. The investment of a set amount of money is made on a regular basis, taking the guess work out of when to invest.


Automatic rebalancing



Strategy allows investors to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. The investment of a set amount of money is made on a regular basis, taking the guess work out of when to invest.

  • sell investments that are over the selected allocation
  • buy investments that are under the selected allocation.


Investor online access



Upon joining Strategy, investors will be issued with an investor code and password to enable them to conveniently view their portfolio service account online. Investors will be able to securely access online web pages and reports, providing them with up-to-date information relating to their account balances and investment details.


Competitive pricing



Strategy portfolio service investors benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure and delivering high value at a minimum cost.


Our Client Services team



All portfolio service account enquiries can be directed to Strategy Client Services – a team of individuals who are dedicated to consistently delivering high quality service standards.

Phone: 1300 368 458
Fax: 02 4224 1901
Email: contactus@strategyportfolio.com.au