FAQs

How do I become a Seneca client?

The first step is to contact us for an initial consultation with one of our experienced advisors.

How much do you charge for initial consultations?

They are free of charge.

What asset classes do you invest in?

Our clients benefit from professionally managed, diversified portfolios, invested across the main asset classes

• Australian and International equities
• Fixed income and hybrid securities
• Private equity and venture capital
• Alternatives and absolute return strategies
• Exchange trade options, warrants and other derivatives
• A comprehensive range of managed funds, hedge funds and mutual funds from around the world
• Exchange-trade products and funds (ETF’s)

How does personal advice vary from general advice?

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:
https://www.moneysmart.gov.au/investing/financial-advice/types-of-financial-advice

Can I choose ethical investments?

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.

Can you help me with my existing investment portfolio?

Yes, but you’ll need to be a client before we can provide you with any advice.

Do you invest in overseas securities?

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.

Are you interested in investing early stage companies?

Yes, though we deploy capital judiciously and only after significant due diligence.

Who do I speak with to arrange a company presentation/conference call?

You can email Luke Laretive, lukel@senecafs.com.au to arrange a time.

Can you facilitate the transfer and/or sale of assets relating to a deceased estate?

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.