Performance

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We are committed to achieve the highest return for our clients though their personalised portfolios. Our investment advisers are dedicated to build maximum retirement wealth for clients and long term prosperity.

The below table represents actual Hejaz Financial Services clients’ portfolios returns from July 2015 to July 2016 . The returns capture one full year of the clients time being invested with Hejaz. Despite recent market fluctuations and downturn, clients who have been invested with us for a year still remain well in positive territory. Our investment team through their active management of clients’ portfolios have done an excellent job to provide the returns these clients have achieved

Client

A

B

C

D

Return (July 2015 – July 2016)*

32.08%

26.48%

25.95%

25.86%

*Past performance is not an indicator of future performance

Each client portfolio is unique to their age, circumstance, risk profile and this can be seen with each client’s unique portfolio return. Our investment team has invested into safer investment asset classes to overcome the market downturn and fluctuations. This helped to minimise losses and provide the best possible returns for our clients.

Our fees range approximately between 1.6% – 2.0% annually, this includes investment, adviser and platform fees. There will also be a once off upfront fee generally between $450-1% (excl. G.S.T) which will be taken out of your Superannuation or Investment account. This will entail statement of advice preparation, account set up, transfer of investments, and provide online access and ongoing management and maintenance of accounts.

Making the switch is easy with Hejaz

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