Introducing The Bellmont Income Portfolio

Need Income?

No longer working? Looking to downsize? Earning little or no interest from the bank? Concerned about how you will meet your ongoing living expenses? Bellmont Securities has purpose built a share portfolio designed to provide you with an ongoing income, while reducing your risk.

Key Characteristics

  • 15 blue chip shares (TLS, NAB, SUN etc)
  • Historical dividend yield 5.74%
  • Earnings Stability
  • Professional managed
  • Quantitative analysis
  • Direct share portfolio held in your name
  • 24/7 access and full online reporting
  • Management fee – 0.65% pa

Watch a video about Bellmont Securities

About Bellmont Securities

Founded in 2006, Bellmont Securities is a boutique Australian portfolio manager and broker, offering research-driven share portfolios to individuals and financial intermediaries. Conservative, yet innovative, we don’t attempt to ‘time’ the market, but instead seek to grow our clients’ wealth through the patient and disciplined application of our investment strategies.

Bellmont holds an Australian Financial Services License (AFSL no. 331625) and is trusted by over 1800 clients and financial intermediaries.

Bellmont has offices in Sydney and Perth

Contact

To find out more about the Bellmont Income Portfolio and how it can provide you with an ongoing income stream please contact Simon Bylsma.

Phone: 1300 368 295 or 0403 872 411
Email: [email protected]