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The following testimonials have been provided by a selection of Præmium clients in Australia:
“I could rave on about how different Præmium is from any other system for client asset management that I have ever used. But that would not necessarily mean it is right for you.
I can tell you that if you have clients who have a range of direct and retail investments that you report on – Præmium is right for you. I can tell you that if you are frustrated by wrap accounts and master funds that do half the reporting job for your clients – Præmium is right for you. I can tell you that if you want a portfolio management system that gives your clients online access to current portfolio values – Præmium is right for you.
I can tell you that if you want to provide meaningful performance reporting to your clients – Præmium is right for you. I can tell you if you want to know the real tax impact of any portfolio changes you plan to make – Præmium is right for you. I can tell you that if you care about containing the cost of management fees for your clients – Præmium is right for you.
To sum up, if you want to deal with sophisticated clients and provide them with a portfolio reporting service that is more flexible, more useful and cheaper than can be achieved by 95% of the rest of Australia’s financial planners, I recommend that you look at getting Præmium integrated into your practice.”
Mark Beveridge SIA (Aff.)
Boutique Investor
“At last there is an electronic low cost administration solution for our wealthy clients. The alternatives have too many layers of asset based fees wrapped up.
Præmium gives our clients what they want – the fun of investing without the paperwork. The accountant gets what he/she wants - all the right information without having to chase up old or missing records. And we as investment advisers get what we want, less paper, less processing and better up- to- date and complete information on our website.
We have also found that clients can discretely enjoy the services of more than one broker (e.g. a full service broker and a discount broker) without complicating the administration or cash management.”
Tony Bates
Managing Director
Bluepoint Consulting NSW
“I have spent the last 30 minutes going through the Præmium system. It’s better than I could have hoped for. Well worth the wait.
It is really a great selling point for “pointy head” investors like myself who like the use of smart technology.
This leaves anything your previous “big end of town” employers offered as 'smart, interactive' reporting for dead. You need to demo this to potential clients and work referrals – it is a great point. Just excellent!!!”
Client of Navin Asset Management, Sydney NSW
"Præmium is powerful, secure, easy to use and cost effective. As an accountant I can take comfort in the knowledge that my client's capital gains tax and dividends are calculated correctly. Before I started using the Præmium Portfolio Service the task of tracking and calculating CGT was time-consuming but now my time can be allocated for more proactive activities such as analysis, planning and advice. I'd recommend Præmium to any investor, adviser."
Greg Walch - CEO, Walch in Practice
"Every now and then I come across a business that has built a better way to do something. I know that alone is not sufficient to create a success.
I have worked with Præmium for more than 4 years and seen it grow to be a significant player in the Australian financial services market place.
The key to success is invariably having the wherewithal to communicate effectively the businesses' benefits to prospective customers. Præmium has this in spades."
Paul Resnik, Principal of the Paul Resnik Consulting Group, Financial Services Strategy, Design and Distribution.