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Contact us for information on our latest Investment Opportunities

Our Investment & Research team sources new investment opportunities from various fund managers, investment banks, stockbrokers and product manufacturers, including alternative and boutique managers. This team ensures that we are aware of new developments and new investment opportunities for our clients across:

Managed Funds

• Equities (Australian & International);
• Property (ASX Listed & Unlisted Property Trusts);
• Fixed Interest (Bonds – Australian & International);
• Cash (Deposit Funds & Cash Management Trusts);
• Individually Managed Accounts (IMAs);
• Separately Managed Accounts (SMAs);
• Tax Effective Investments; and
• Alternative, Boutique & Unique Investments (e.g. Private Equity).

Research

We use a disciplined approach to the research of investment products and the subsequent compilation of an approved product list. To assist in the research process we utilise the resources of a range of investment research companies, as well as in-house specialists.

Client Services Team

Our Client Services team works with your adviser to assist with the implementation of your strategy and investment recommendations. This team also assists with any issues you may face during this time, and provide ongoing support in conjunction with your adviser.

Ongoing Reviews

Once your strategy has been finalised and implemented we place emphasis on ongoing service. Our team is available to ensure your plan is achieving its objectives and continues to remain relevant to your circumstances.