What We Do
We manage investments for high net-worth investors. Our advice is restricted to listed securities and managed funds and excludes other investments such as real estate. The onus is on you to decide what percentage of your total portfolio to allocate to equities.
We do not offer financial planning or tax-related services.
Our services consist of general advice through our model portfolios or personal investment advice contained in a Statement of Advice. Please read our Financial Services Guide for further details.
We manage model portfolios on the Netwealth IDPS platform in Australia. Sophisticated investors who are interested, please contact us to find out more.
An alternative available is to subscribe to our Model Portfolios online. Subscribers receive regular updates to either International or Australian Growth portfolios, including research on individual stocks.
Personal Investment Advice
We have capped personal service clients at the existing number in order to maintain a high level of service.
“The stock market remains an exceptionally efficient mechanism
for the transfer of wealth from the impatient to the patient.”
~ Warren Buffett