Individually Managed Accounts

Individually Managed Accounts have typically been seen as wealth accumulation vehicles just for the very wealthy, but Fusion Group now brings this value to all investors.

They are a highly effective, personalised form of investment that combines the advantages of a professionally managed portfolio of shares, cash and other financial assets with the flexibility and advantages of direct securities ownership.

Individually Managed Accounts have the following benefits:

  • Professional asset management focused on the protection of wealth
  • Direct asset ownership with greater flexibility and control
  • Optimised to your individual needs, maximising wealth while minimising tax
  • Transparency of transactions, holdings and fees

Find Out More

To find out more about how an Individually Managed Account can benefit you, make an appointment for a no-obligation consultation at our offices in Norwest Business Park in the Hills district of Sydney.

 

NEWS

NOTICE: Regarding Unsolicited Emails

We have recently learned of unsolicited emails that are being sent out, claiming to be “Fusion Financial Services” which typically contain the subject line “Invoice Is Ready For [Insert Name].

While the sender may appear to be The Fusion Group, we want to confirm that this is not the case. The email includes a virus in the form of a Word document, claiming to be an invoice from Fusion. In the event that you receive an email that fits this description, close the message immediately and report it as spam.

Thank you,
The Fusion Group

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