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Financial Simplicity Sydney Head Office

Level 10, 60 Carrington Street

Financial Simplicity London Office

288 Bishopsgate


+61 2 9940 0388


Stuart Holdsworth
[email protected]
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Financial Simplicity welcomes Planwealth as the newest client of its integrated portfolio modelling

Financial Simplicity, specialists in portfolio modelling and portfolio manufacturing systems, is delighted to announce Planwealth as its newest client. Planwealth offers comprehensive wealth management solutions and emphasises the delivery of quality investment services without specific reliance on institutional platforms and traditional funds management products.
Cost effective, highly responsive portfolio modeling

Financial Simplicity offers to its clients a web-based portfolio modelling technology which seamlessly combines portfolio modeling and rebalancing capabilities within a comprehensive operational framework that facilitates quality assurance processes.

“Planwealth’s clients will benefit from our unique portfolio modeling and rebalancing approach which enables Planwealth’s financial advisers to make comprehensive portfolio adjustments in a single action. Critically, portfolio changes are pre-compliant and remain consistent with the individual investor’s specific conventions,” said Stuart Holdsworth, Managing Director of Financial Simplicity.
Next generation investment advice

Commenting on their new association with Financial Simplicity, and its implications for the enhancement of Planwealth’s customer service model, Trevor Turner of Planwealth said,

“Our clients - and the industry more broadly - are looking for the next generation in investment advisory offerings. With Financial Simplicity’s integrated portfolio modelling capability, every Planwealth client will have his or her portfolio individually directed as frequently as their individual circumstances require. Importantly, this enhanced service will be time efficient and cost effective for our clients.”