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Portfolio Management

The experts at Five Peaks Accounting offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At Five Peaks Accounting we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met. Contact us today for specialist assistance with investments!

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Xero and Reckon One

We support Xero and Reckon One and can help you from a distance when you need it, they are both cloud based which means you login over the internet similar to internet banking.

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Partnering with you

Five peaks works with you to improve your areas of concern

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Agreed Pricing

We provide standard plans so you have certainty of pricing and if needed this can be customised.

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