Services of financial management, administration, general and personal financial advice and review of financial affairs and investments, including management and administration of share portfolios, separately managed accounts, direct equity and managed fund portfolios including shares and managed funds; services of wealth management including management via a wealth management platform; wealth management services provided by financial advisers, super funds and accountants including such services provided by a web portal; investment management systems including web based portals providing a variety of investment options, investment advice and annuities; provision and management of online cash accounts; administration and reporting services for shares and managed investments funds; investments of all personal and real property assets including managed direct equities, managed funds, separately managed accounts, share investments, securities investments, share portfolios, real estate collectables and tax return summaries; purchase and sale of listed securities and eligible managed funds; transfer of shares services; services of reinvestment of dividends and net proceeds of sales and cash; provision of margin lending products; investment reporting services; financial investment risk assessment services; tax effective portfolio management services; services related to the taking over and assumption of responsibility for share and managed investment funds, provision of advice on purchasing securities and managed funds; financial services of rebalancing investment portfolios; financial services of advising on tax implications of rebalancing; services of discretionary management of share funds; taxation reporting; financial valuations of investment portfolios; financial, accounting, superannuation advice and services provided via a wealth management platform; provision of innovative financial solutions and advice for wealth and portfolio management including such services provided via a web portal or web platform