Frequently Asked Questions (FAQ's)
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Investment FAQs
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Frequently Asked Questions (FAQ's)
General Information
Answers to common questions about EMC Securities Pty Ltd, our services, and account support.
What is investment and wealth management?
Who can benefit from wealth management?
What are the benefits of professional wealth
management?
What is the difference between wealth management and
financial planning?
Do I have to pay for an initial consultation?
Are EMC Securities Pty Ltd wealth managers
qualified?
Will I always deal with the same wealth management
advisor?
Are EMC Securities Pty Ltd independent
financial advisors?
What is tax-efficient investing?
What is tax-loss harvesting?
What strategies can be used to reduce the taxes on
investments?
INVESTMENT FINDER
Our range of investment solutions.
We understand that each client has unique financial
aspirations, which is why we offer a comprehensive range
of investments.
Private Equity
Private equity enables investors to access privately held
companies with strong growth, innovation, and long-term
value potential. Investors benefit from opportunities driven
by strategic change, industry disruption, and sustained
operational improvement.
Managed funds
Our managed funds take a disciplined approach to growing
your wealth. We combine customised investment strategies
with expert oversight. Each fund is structured to balance
opportunity and risk, giving access to diverse markets while
focusing on long-term value.
Fixed Income & Bonds
We create tailored fixed-income portfolios that prioritise
stability, steady returns, and prudent risk management. By
choosing quality bonds and other fixed-income investments
from a range of issuers and markets, we work to protect your
capital and provide consistent income.
Mutual Funds & ETFs
We select top mutual and exchange-traded funds (ETFs) with
strong growth potential to provide diversified global
exposure. This helps investors access quality opportunities
while maintaining portfolio balance and transparency.
Digital Assets
We offer expert guidance on cryptocurrency and blockchain
investments, helping you capitalise on digital trends and
diversify your portfolio. Our informed approach positions
your portfolio to benefit from digital opportunities and
long-term value.
Stocks & Shares
Experience expert guidance and refined portfolio strategies
as we help you build a resilient, diversified equities
portfolio. We blend in-depth market research, active
management, and disciplined asset selection to reduce risk
and pursue outperformance relative to traditional index
benchmarks.
Frequently Asked Questions (FAQ's)
Portfolio and Account Management
What are your fees?
What is the minimum to open an account?
I already have existing investments, can you review
them?
Can you manage my existing investments?
How do I open an account?
Who decides what investments go in my portfolio?
Can I decide what assets to invest in?
What are your fees and charges for advice?
What are managed funds?
How do managed funds work?
Statistics
Trusted by investors.
800+
CLIENT ACCOUNTS
Rely on us for portfolio support focused on long-term
wealth growth.
100
EMPLOYEES
Support clients across markets from our two main office
locations.
1.5+
BILLION DOLLARS
Managed on behalf of clients over the past decade.