Direct Shares

HFS have access to a panel of Approved Brokers - Direct Equities:

  • Joseph Palmer and Sons
  • ABN AMRO
  • CommSec
  • Goldman Sachs JBWere
  • Macquarie Equities
  • Morgan Stanley (Citi) Smith Barney
  • UBS
Investment Strategy for existing clients:
  •  Hybrid portfolios
  • EFT (exchange traded funds) recommendations - international and domestic.
  • Australian Share Portfolios (recommended by our aligned stock broker)
  • Direct International Share Portfolios
If you are seeking advice for individual monies, SMSF or personal superannuation funds our stock broker can develop a portfolio to meet your goals and objectives.
Allot of clients seek advice for direct shares so they can have a full understanding of where their money’s are being invested. Another advantage is you don’t pay ongoing management expense ratios or other ongoing fees for listed Australian shares (with the exception of ETF's).
Some investors like to be in control, others prefer to delegate decision-making to the experts, and then there are all those who fall somewhere in between. HFS can offer you the level of service to suit your unique requirements.
Our Senior Investment Adviser:
Offers a dedicated, disciplined and robust approach to providing clients with investment solutions – primary focus on risk management and reliable returns for long term investors
  • Working in partnership with Financial Planners to maximise returns based on their client’s risk profile
  • Ability to provide shorter term trading strategies
  • Investment adviser to numerous Charities and Not For Profit organisations
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