Advisory Firm Bona fides

Hi Anthony,

We aren’t familiar with United Advisory however they would be the financial advisor providing personal advice specific to your circumstances. Mason Stevens provide the investment platform where investments are held, transactions undertaken, and they do all the portfolio administration and reporting. Mason Stevens have a good platform from what we understand, and they allow a lot of flexibility in how things are traded and administered, however, it’s expensive, one of the highest cost platforms in the market that we know of, particularly in terms of transaction expenses.

While we make general comments only, as is always the case when making financial decisions, do your research and compare both performance and all fees associated with utilising a service like this.