MY FUTURE FIRST MANAGED PORTFOLIOS
Coastline Advice have always been at the forefront of market leading solutions. Our ongoing commitment is to create better value for clients through innovative investment solutions. My Future First Managed Portfolios offer agile, transparent, cost-effective investment capabilities.
In addition, we are proud to offer clients the option to invest in our responsible investment portfolios under the “Our Future First” range that incorporates ethical, socially responsible, and sustainable investment overlays. Meaning you can have peace of mind that your money is invested in a way that is good for the planet and our community.
These portfolios are available as partnered managed accounts on two of Australia’s leading superannuation and investment platforms, My North and Netwealth.
MY FUTURE FIRST
The My Future First Portfolios are a range of Managed Accounts that are invested in direct shares, managed funds, Exchange Traded Funds (ETFs) and cash.
They use a dynamic asset allocation process which means the mix of asset classes will change over time as markets conditions change. This process aims to improve expected returns while reducing the risk of losses.
OUR FUTURE FIRST
The Our Future First Portfolios are also invested in direct shares, managed funds, Exchange Traded Funds (ETFs) and cash.
These portfolios include investments and fund managers that invest in an ethical, environmental or socially responsible manner.
Click here to see the Coastline Advice Managed Portfolios product disclosure statement.