Consulting

PennyWise Investment offers more hands-on economic and investment consulting services for investment managers, financial planners, or other interested corporate entities. 

We can provide regular in-house briefing services for staff or clients on major economic and financial market trends, including PS 146 compliant advice on tactical asset allocation.  

We maintain, for example, valuation models on major market indices such as the ASX 200 and the S&P 500, as well as relative performance analysis among key market sectors.  

We can also advise financial planners on the range of ETFs available on the Australian market, and help in structuring very cost effective "model portfolios" for clients.

Please contact us for further information and/or to discuss your particular needs in detail.