Building and managing your wealth
Our extensive experience in providing client-focused investment management services means we can create a robust framework to support your investment objectives and ongoing investment decisions.
When we construct a portfolio to meet your investment goals, we focus on delivering a diverse range of direct equities, indexed and managed products across a broad range of asset classes to ensure a consistent and superior risk adjusted performance.
Once we have agreed on the investment blueprint, we implement the plan gradually and invest accordingly. This provides us with the flexibility to lock in opportunities as they arise.
Here are some of the investment solutions available to you:
- Domestic equities including model portfolios
- Fixed Income
- Over the counter (OTC) derivatives and structured products
- Exchange Traded Options
- Exchange Traded Funds
- Hybrid Securities
- Access to equity and debt capital raisings
- International solutions
- Wrap services (Premium & Portfolio Advantage)
- Managed Accounts
- Cash Management
- Margin Lending
If you don't have a trading account and need to sell your shares, we can help. Our Once-Off Sale service allows you to sell your Issuer Sponsored shares quickly and in a secure environment. Simply download the Once-Off Sale form to find out how.