Corporate Packages

PennyWise Investment offers discount group packages to financial planning, private client advisor, accounting and broker teams who would like regular access to either the AssetMAX ETF Report and/or ASX 200 SectorMAX Report.  Our reports offer concise timely information on the fundamental and technical factors driving global ETF products available in Australia, as well a review of the hot industry sectors on the ASX.  

As a licensed general advisor, our research is PS 146 compliant, so can help satisfy the "reasonable basis" test for ETF and/or stock specific investment recommendations.

Please contact us to discuss your requirements. Subject to the size of your corporate group, packages can include regular briefings from managing director David Bassanese on the economic and financial market outlook.

Provide benefits to your members, by offering them a discounted offering from PennyWise Investment today.