Dedicated dealing teams
our focus is on providing support to assist you in servicing your clients and in building your direct share business.
Share investment advice
we proactively provide advice of the highest standard with supporting research.
Portfolio construction and review
we can review your clients’ existing share portfolios or construct new share portfolios, taking into account their investment objectives. We can provide recommendations and highlight opportunities. We also make available a Statement of Advice which can be given to your client in support of our recommendations.
Superior and timely research
we offer economic, sector, industry and individual company analysis.
Floats, IPOs & capital raisings
we are involved in many of the corporate initial public offerings (IPOs) and other new issues in the Australian market and we can provide your clients with access to these (subject to availability).
Ideas and opportunities
we focus on takeovers, rights issues, switching ideas and value opportunities. The quality of our ideas is driven by our world-class expertise and unsurpassed depth of resources.