Services we offer

 Self Managed Superannuation Funds

Superannuation remains one of the most efficient investment vehicles. We offer a service enabling simple and cost-effective establishment and operation of your own fund. Some of the benefits of a self managed superannuation fund are:
- Investment choice and control
- Flexibility
- Effective Retirement Vehicle
- Tax effectiveness
- Active participation in management of the fund
- Estate Planning


Investment Portfolio Review Service

All of our resources and experience are applied to designing an investment arrangement or wealth accumulation program that suits your unique circumstances. As part of the ongoing service we provide the following:
- Annual reports
- Regular communication and research publications
- Portfolio and asset allocation advice
- Updates on important events and economic outlook
- Unlimited access to your adviser


Direct Share Advice

Grampians Investment Services offers direct share advice for our clients. We will provide recommendations in relation to existing or new direct share investments based on research sourced from reputable broking houses.