We take pride in what we do and care passionately about delivering quality advice to you.

For investors who are retired or preparing for retirement, have received an inheritance or settlement, or who have sold a significant asset like a farm, property or business, or for an organisation with specific investment requirements, we have a team of experienced advisors on hand to help.
We provide different options, whether you are the decision maker or whether you prefer to leave it to the professionals.  Our advice services include:
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Our Investment Management Service is perfect for those who want one of our advisors to guide them on their investment journey.

We will work with you, acting on your behalf in managing your investment portfolio to meet your agreed investment plan and objectives. You leave the decision making up to the experts.


This service can suit

  • Investors who do not feel comfortable in making the investment decisions on their portfolio.
  • Investors who do not have the time to sufficiently research the investment market and would like to delegate that responsibility to an expert.
  • Those with $250,000 or more to invest.


What you will get

  • Regular reports and updates on your investment portfolio.
  • Personal contact from your advisor.
  • Market commentary and investment insights to keep you informed.
  • The ability to take regular drawings or lump sum payments from your portfolio.
  • An investment solution created to meet your requirements.
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Our Personal Advice Service is suited to those who want to be actively engaged in their investment portfolio but appreciate the advice and guidance of an experienced advisor.

Portfolios can be customised to meet specific needs, backed up by our investment team’s research capabilities to help you make informed decisions.

 

This service can suit

  • Investors and organisations who require a tailored investment solution.
  • Experienced investors looking to delegate complex administration or wanting the reporting and administration of their bespoke investment portfolio managed for them.
  • Individuals or Charitable organisations looking for specific income requirements.
  • Those with $750,000 or more to invest.

 

What you will get

  • Regular reports and updates on your investment portfolio.
  • Personal contact from your advisor.
  • Market commentary and investment insights to keep you informed.
  • The ability to take regular drawings or lump sum payments from your portfolio.
  • An investment solution created to meet your requirements.
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Our Wholesale Discretion Service is a dynamic solution that can be tailored to your needs.

Dedicated advisory team to work with you.

 

 
Wholesale investors

Our Discretionary Investment Management Service provides us the ability to manage your portfolio on your behalf, including taking care of all portfolio administration day-to-day. This service enables your dedicated advisory team to work with you in determining your investment objectives, understanding your financial needs, your investment preference, providing a high level of transparency through this investment process. You can have access to wholesale offers suitable to wholesale investors only.
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Delivering personalised consulting services


Our offering

Our Investment Management Team will work closely with you to design a unique investment approach with a bespoke Statement of Investment Policy and Objectives (SIPO). Your team will undertake the associated investment portfolio management, including custodial, execution, monitoring and reporting functions.
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Talk to an Adviser

Whether you're an experienced investor or just starting out, talk to an adviser today.

Request a call from an Adviser