Direct Share Portfolios
At Kearney Financial Planning, we have access to the entire Australian Stock Exchange to transact on your behalf, should you wish to hold direct shares as part of your investment portfolio.
We develop and maintain our own list of preferred Australian Shares using detailed company and consensus data from a host of research houses. Research recommendations will be made available to you should you decide to use our services to manage your direct share holdings.
Once invested, our advisers maintain a watch over direct share holdings and will inform you of any changes to research recommendations. This allows us to investigate, discuss and pro-actively respond to market fluxes in an appropriate and timely manner.