Welcome Forbes Fava Seville

Welcome to your digital Managed Account Welcome Pack. The below collection of documents are designed to help you and your team understand more about our managed account offering and how we can support you ongoing. 

If you have any questions or need further support please contact our team. We can provide additional assistance and resources where required. 

What's included as a customised client?

  • A customised portfolio designed to meet your requirements
  • 2 x portfolio construction experts assigned to your account
  • Quarterly Investment Committee meetings
  • Quarterly market updates and insights
  • Access to our thought leaders within the Zenith Research Team
  • Professional development sessions for your advisers
  • Client friendly resources including flyers & portfolio information sessions
  • Zenith Mosaic access
    • Zenith’s managed funds, ETF and LICs research
    • Chant West super fund research & data
    • Zenith’s Portfolio Builder and Analyse tools for fund & portfolio analysis & comparison
    • Portfolio dashboards with monthly performance & holdings information
    • Tailored and branded client portfolio reports

Resources for you

Checklist

Review our checklist of items that we'll need to tick off before we kick-off.



Download
Sample client report

Preview a client report which will be accessible quarterly via Mosaic.



Download
Learn about Mosaic

Discover our investment research platform, Mosaic. (Included)



Learn more
Market News & Insights

We regularly release market news and insights from our team of experts.



Read more
Statement of Advice

Here's some standard text for you to use for your clients' Statements of Advice.



Download

Login to Mosaic

Resources for your clients

What is a managed portfolio? (PDF)



Download
What is a managed portfolio? (DOC)



Download
About Zenith (PDF)



Download
About Zenith (DOC)



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We're here to support you

Your dedicated BDM

Kyla Agustin
Kyla Agustin
Email | 0423 118 817

 

Your lead consultant

Berit Deagan
Andrew Yap
Email | 0401 393 102

 

Your secondary consultants

Steven Tang 
Martin Kofoed 
Email | 0436 449 425

Steven Tang
Ethan Xing 
Email | 0452 460 216

 

For other general enquiries please contact our Client Services team via [email protected]

MEET THE TEAM

 

Discover Zenith's solutions

Financial advisers trust us to inform their investment and advice decisions, support client service delivery, reduce risk and drive business efficiencies. We provide market-leading managed portfolios, quality research, comprehensive data, and powerful advice tools.