What is a model portfolio—and how can it help me invest in shares with confidence?
Investing in shares can feel overwhelming—especially if you’re not confident choosing stocks on your own or don’t want to manage a direct relationship with a broker. That’s where a model portfolio comes in.
At McMillans, we offer a share investment solution that provides expert guidance and ongoing support—without compromising your control.
So, what exactly is a model portfolio?
A model portfolio is a carefully selected mix of direct shares that cover multiple sectors of the market. It’s based on independent research and designed to suit different investor goals, whether that’s long-term growth, steady income, or a combination of both.
Think of it as a guided investment roadmap. You still own the shares directly and make the final decisions, but you’re supported by professional research, recommendations, and regular updates.
Why choose the McMillans model portfolio?
We’ve built our model portfolio service to give clients the perfect balance of control and confidence. Here’s what makes it stand out:
Diversification
Your investment is spread across a broad range of industries in a “blue chip” portfolio. This reduces risk and aims for a balance between capital growth and income generation.
Control
You’re in the driver’s seat. You own the shares directly and choose how much to invest, when to buy or sell, and where your money goes.
Simplicity
Implementation is straightforward. There’s no need to manage complex broker relationships—your financial planner remains your primary point of contact, backed by stockbroker research.
Ongoing Monitoring
The model portfolio is actively monitored, and any changes or recommendations are communicated to you promptly. You’ll always know how your investments are performing.
Is this right for me?
A model portfolio may suit you if:
You want to invest in direct shares, but prefer expert guidance
You’d like to stay informed without managing every detail yourself
You value diversification and want a professionally built portfolio
You want to retain ownership and control over your investments
Whether you're new to the share market or looking to refine your current investments, the McMillans Model Portfolio offers a low-fuss, high-value approach.
Let’s build your investment confidence together
With McMillans, you’re never left to figure it out alone. Our team provides tailored advice, ongoing support, and access to top-tier research to help you invest with purpose.