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 the best portfolio system I have used & the staff are always friendly & helpful.”
Barry Schebella, Joseph Palmer & Sons – Sydney NSW
"We have been using Præmium for nearly 2 years. We now have 50 Portfolios set up and growing everyday. Couldn't live without it now. Also had positive feedback from our clients. It has become a successful marketing tool for our firm. The best aspect of the program would be corporate actions/reconstructions and calculation of capital gains. Highly recommended.”
Vanessa Litras,
Portfolio Administrator
Drew Robinson Pty. Ltd. Chartered Accountant, Vic
“We were one of the early users of Præmium and have already had interested users contact us for testimonials.
We highly regard the Præmium service and are happy to keep on providing testimonials.
Our direct share portfolios have around $35m under management and we are constantly expanding this service to our client base of over 330 self managed super funds.”
Best regards
Kirk Jarrott
Poole & Partners Investment Services Pty Ltd – Qld
”I've been delighted with its ease of use, accuracy levels, and the fact that it saves so much time - our SMSF administration time has been cut down dramatically since we started using it. The fact that it's web-based enables easy transfer of information to not just our clients, but their accountants as well. We as well as our clients love the clarity, readability and presentation of the reports. The staff at the helpdesk are always friendly and eager to help. I highly recommend Præmium to anyone looking for an efficient and easy-to-use portfolio administration system.”
Regards,
Witi Suma
Senior Administrator SMSF's
Gilham Financial Management Pty Ltd, Vic
"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.
“BGL formed an alliance partnership with Præmium so together we could provide the best possible SMSF administration solution. Præmium’s robust web-based service delivers significant efficiencies to our clients' businesses at an attractive low flat fee per portfolio. I highly recommend the BGL/Præmium solution to all SMSF administrators.”
Ron Lesh,
Managing Director
BGL Corporate Solutions
“I have been associated with Præmium from early on. They were going to be a success from the start and that was why I was, and still am happy to bring them to the attention of the planners I deal with; the proof is in the product.
On a professional level, working with the Præmium team has been easy with their ‘can do’ attitude. The team pays particular attention to detail and accuracy, they are quick with feedback and forward thinking in their ideas. I’m happy to see Prestwood working with them well into the future.”
Guy Thornycroft
Director - Prestwood Australia Pty Ltd
"BankLink and Præmium share the same philosophy: to provide our clients with accurate, timely data, and sophisticated yet simple technology to process and analyse that data. The interface between BankLink and Præmium combines the power of both systems and enables users to achieve outstanding efficiency and accuracy, particularly in the management of their investment and SMSF clients."
John Dunkerkey
BankLink Australia