Investments : Managed Funds, Direct Shares & Private Assets

At Heppingstone Financial Service, we recognise that your individual and family financial circumstances and investment objectives are unique. We provide tailored wealth and portfolio strategies that position your capital intelligently for long-term growth. Guided by disciplined, risk-aware portfolio construction and strategic asset allocation, our approach is focused on delivering consistent, sustainable outcomes while keeping your broader financial goals firmly on track. From professionally managed funds and direct equity exposure to private assets and diversified investment solutions, each strategy is thoughtfully structured to align with your long-term wealth priorities.


The MAP Asset Management Model Portfolio service reflects this philosophy through a structured, research-driven framework designed for enduring results. Built on strategic asset allocation principles, it integrates direct equities, managed investments, private assets and diversified exposures in accordance with each client’s risk profile and objectives. Clients benefit from full portfolio transparency, regular rebalance and trade notifications, streamlined annual tax reporting for individuals and entities, and sophisticated online technology that delivers clear performance visualisation and consolidated reporting. Where clients engage external accountants or investment professionals, we work collaboratively with their advisers to ensure seamless coordination and ease of management.

Book Appointment


We Can Help You With

  • Full MDA service - MAP Asset Management Pty Ltd (hold an MDA authorisation thorugh Dash)
  • Full Review Service of existing portfolios
  • Direct Share and Hybrid Advice
  • Managed Funds and Structured Products
  • Investment Advice, Ongoing Monitoring and Administration of Your Portfolio
  • Selecting quality investments that are suited to your circumstances
  • Tax-effective investment strategies and structures, including trusts and gearing
  • Investing for retirement to maximise super and retirement income


Model Portfolio Solutions

Disciplined Portfolio Construction. Institutional Governance. 25+ Years of Experience.

MAP Asset Management  provides professionally constructed model portfolios designed for advisers, investors, SMSF trustees and sophisticated investors seeking scalable, risk-managed investment solutions. ur portfolios are built using a structured investment governance framework combining:

  • Strategic asset allocation discipline
  • Quantitative and qualitative security selection
  • Risk budgeting and volatility monitoring
  • Tactical asset allocation oversight
  • Formal rebalancing protocols
  • Ongoing investment committee review


We focus on outcome-oriented portfolio construction — aligning capital allocation with clearly defined risk parameters and long-term return objectives.




Managed Discretionary Account (MDA) Model Portfolio

The Benefit of an MDA model portfolio  allows an investment manager to make portfolio decisions on behalf  of a client within an agreed mandate - wihtout requiring client approval for every transaction. Under an MDA arrangement, the portfolio operates within documented investment parameters, risk settings and asset allocation ranges.


For all investors including sophisticated and SMSF trustees, this structure offers several material advantages:

When Is an MDA Model Portfolio Appropriate?


An MDA model portfolio may be suitable where:

  • The investor seeks professional ongoing management
  • The portfolio requires active monitoring
  • Tactical asset allocation is part of the strategy
  • The investor prefers structured oversight rather than ad hoc trades


It may not be appropriate where an investor wishes to approve every individual transaction.



Summary


An MDA model portfolio combines:

  • Professional discretion
  • Defined governance
  • Risk-managed asset allocation
  • Timely execution
  • Transparency
  • Compliance oversight


For long-term investors seeking disciplined, professionally managed portfolios, an MDA structure provides both efficiency and structural integrity.

MAP Asset Management ETF Portfolio's

MAP Asset Management ETF Portfolio’s  is a low-cost, globally diversified investment strategy constructed using exchange traded funds (ETFs) to provide broad exposure across major asset classes.

This portfolio is designed for investors seeking:

  • Cost efficiency
  • Transparent market exposure
  • Broad diversification
  • Long-term capital growth
  • Disciplined asset allocation


Rather than attempting to outperform markets through active security selection, the MAP Core Index Portfolio captures the return of global equity and fixed income markets through carefully selected ETFs.


Who It Is Suitable For

  • Accumulators building long-term wealth
  • SMSF trustees seeking diversified exposure
  • Investors seeking low-cost market participation
  • Clients who prefer a rules-based investment approach


The MAP Core Index Portfolio can be implemented under a Managed Discretionary Account (MDA) structure or as part of a broader financial planning strategy.