Private Client Knowledge Base

A new and exciting feature to the InvestorOne Private Client area is the addition of the Knowledge Base. The Knowledge Base is an area where Private Clients can submit questions to be answered and read other questions and answers previously submitted by other Private Clients. The Knowledge Base can be searched and each topic has a first page with directions and other information.

Unlike forums on the internet the Knowledge Base is only able to be accessed by InvestorOne Private Clients. This means that the clutter and irrelevant information that otherwise needs to be shifted through to get the right information doesn't exist. It also means that everyone has the same focus and objectives and receives the most from the service.

The topics on the Knowledge Base include:

  • Investment Structures
  • Self Managed Superannuation
  • Trusts
  • The Family Home
  • Asset Protection
  • Retirement Planning
  • Taxation
  • Estate Planning
  • Property Investment
  • Property Development

Regular material will also be uploaded to the Knowledge Base regarding these topics and all Private Clients will receive notification of major events or changes that would be of interest to them.