We take pride in what we do and care passionately about delivering quality advice to you.
Advice Services
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:
Investment Management Service
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.
Personal Advice Service
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.
People invest for different reasons
Our foundation is built on responsible stewardship, prudent and conservative management with a high quality level of service.
Disclosure StatementDon't want advice?
Select your own portfolio...