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The first step is to contact us for an initial consultation with one of our experienced advisors.
They are free of charge.
Our clients benefit from professionally managed, diversified portfolios, invested across the main asset classes
General advice tends to be based on promoting in-house stocks and financial products. Personal advice, which is our preferred approach, is specific to your circumstances and investment aspirations. You can find our more on the MoneySmart website link:
As your investments are held in your own discrete investment portfolio, we can tailor your investment strategy to include your ethical preferences including selecting from a range of specialist ESG-focused managed funds from around the world.
Yes, but you’ll need to be a client before we can provide you with any advice.
Yes, we can invest directly by buying shares in listed companies and also indirectly by investing money in fund managers who specialise in overseas markets. We see it as a key part of generating returns and diversifying risk.
Yes, though we deploy capital judiciously and only after significant due diligence.
Yes, we have a highly experienced specialist in deceased estate matters who can facilitate fast turnarounds and precise execution. Our fees start at $250 (+GST) and increase depending on the complexity of the estate.