Personalised Service

Your Investment Counsellor

You get personalised service from your Investment Counsellor. You’ll hear regularly from your Investment Counsellor, and you can decide how frequently. Further, your Investment Counsellor will reach out to you whenever there are important changes regarding your portfolio.

Investment Counsellors are not salespeople, nor do they receive commission-based compensation. Your Investment Counsellor is there to keep you informed, not to sell you products. Their job is to regularly evaluate and discuss your investment objectives with you, monitor your accounts and provide day-to-day counselling and service. Their goal is to make sure you know exactly what’s going on with your money, and why.

Your Investment Counsellor is your primary point of contact, but you have more than one person working for you. Your Investment Counsellor coordinates with a team of investment professionals who are responsible for servicing and managing your portfolio. Your investment team includes members of Fisher Investments’ Research, Trading, Operations and more, all under the guidance of Fisher Investments’ Investment Policy Committee (IPC).

Education and Communication

We want clients to understand what’s going on with their portfolios and, more importantly, the reasoning behind our decisions. That’s why Fisher Investments Australia regularly keeps you updated and informed on the markets, market outlook and what drives portfolio decisions.

In addition to regular calls from your Investment Counsellor, you will have access to an array of educational materials to read, watch or listen to, including

• Comprehensive Quarterly Reviews
• Capital Markets Update videos
• Periodic updates from the Investment Policy Committee
• And much more

Quarterly Reviews

Each quarter you will receive an extensive Quarterly Review published under the direction of the Investment Policy Committee with contributions from Fisher Investments’ research staff. The Reviews discuss retrospective performance, global economic and market conditions, future market outlook and other relevant topics.

The goal of this comprehensive report is to help you understand how current economic and political events impact the global equity market. We believe it’s a level of education and transparency few money managers provide to their clients.

Regular Insights from Ken Fisher

You can find insights from Ken on markets, the economy and other current events in his videos on YouTube and in other publications globally.

Capital Markets Update Videos

Twice a year, we produce a video, hosted by the Investment Policy Committee, that explains Fisher Investments’ current market outlook. This video expands on many of the themes in our Quarterly Reviews and gives you the chance to hear portfolio decision-makers discuss the market and address many of the frequently asked client questions from the prior period.