Independent investment advice for wholesale clients
Portfolio construction, global exposure and ongoing review for qualifying wholesale clients, including high-net-worth individuals, trusts, family office-style structures and private companies.
We provide investment advice, portfolio construction and ongoing portfolio review services exclusively to clients who qualify as wholesale clients under the Corporations Act 2001 (Cth), including qualifying sophisticated investors, high-net-worth individuals, trusts, family office-style structures, private companies and eligible superannuation trustees.
Our approach is relationship-driven, practical and long-term. We work with clients and their professional advisers to understand their objectives, risk profile, liquidity needs and investment time horizon before recommending suitable investment strategies.
Key service areas
Investment advice
We provide advice on investment strategy, asset allocation, portfolio diversification, risk management, income requirements, capital preservation and long-term wealth objectives.
Portfolio construction
We construct and review investment portfolios using suitable financial products and investment instruments, including listed securities, managed investments, ETFs, cash, fixed income and international investment exposure.
Portfolio reviews
We review portfolios regularly to assess performance, asset allocation, risk exposure, suitability and alignment with client objectives.
Global investment exposure
We assist clients who require access to global markets, offshore investment opportunities and international diversification, including ETF and listed investment strategies.
Family office-style support
We work with wholesale clients, including high-net-worth individuals, trusts, private companies and family office-style structures, who require a more personal and coordinated advisory approach.
Professional coordination
Where appropriate, we liaise with accountants, tax advisers, legal practitioners, brokers, custodians, platforms and other professional advisers to support suitable client outcomes.