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How to Invest

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Discover the advantages of portfolios that invest across multiple asset classes using intensive research and extensive experience and expertise.

If you are an individual investor, you will need the services of a financial adviser to invest in a Proactive Portfolios SMA. 

The Listed Security SMAs and Managed Fund Model SMAs are available via SMA platforms including:






For further information
For assistance locating a financial adviser who can enable investment in Proactive Portfolios, please visit the Madison Financial Group website.

For information on SMA platforms that offer Proactive Portfolios please email us.

Important Information

This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter.  We strongly suggest that you seek professional financial advice before acting.  Before acquiring a financial product you should consider the Product Disclosure Statement which is available from WealthPortal

If you are not a registered user of WealthPortal please click here to contact them.