Personalised portfolios

Be unique,

have a dedicated portfolio

At Hejaz Financial Services, we have a unique offering for sophisticated and wholesale investors. These are investors who have investable funds of over $1,000,000.

How does it work?

Personalised equity portfolios

An investment and wealth management strategy tailored to your circumstances and goals – including your income requirements, risk tolerances, and tax situation.

Model portfolios

Hejaz provides a number of portfolio solutions for clients wishing to adopt a hands-off approach to investing but to own the individual equities within their portfolio.

Regular reviews

Regular comprehensive reviews on the progress of your investments with your adviser – keeping you informed and your portfolio on track.

Beneficial ownership of assets

You retain beneficial ownership and control with all assets remaining with you, providing you with flexibility, especially around tax planning.

Portfolio administration & online reporting

Reduce your administrative burden at tax time by subscribing to our high-quality portfolio administration service. All administration, record keeping and paperwork is done for you – including corporate actions, dividend payments, buying and selling of investments and tax reporting. Gain online access to your portfolio through our client login portal.

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Want to talk investments?