Here is the process for preparing a Benchmark Analysis of your investment portfolio.

1.                  Send us your data

Your data will only be viewed by Adjunct Professor Wesley McMaster and his assistant.  We will keep your data confidential and we are happy to return it to you and not retain any copies.

We need the following information.

Details of each Australian domiciled investment you hold on a particular date, including:

(1)               Correct name of the investment

(2)               Value of each investment (and the date of valuation)

(3)               The date each investment was acquired

(4)               The cost of each investment

Additionally, we will need your name, telephone number and email address.

Often the above data is contained within investment reports issued by financial advisers.

We prefer that you send us this data by email to

mailto:wes.mcmaster@wesmcmaster.com

2.         We will then consult you

We will examine the data and advise you of the fee for preparing the Benchmark Analysis.  The fee is based on the amount of work involved.  This is a complex task and our experience is that a small portfolio of ten investments will occupy about five hours of work.  If you would like to see a sample of our work, then ask us and we will send it to you.

2.                  If you agree to the fee

If you agree to the fee, we will undertake the work and provide you with a detailed analysis of each investment and the collective portfolio.  We will email the report to you.