Our dedicated group of qualified Investment Advisers carry expertise that span across the broad range of asset classes available for investment.
We pride ourselves on being the “go to” wealth manager in WA over the long term, that can cater for varying and different ambitions, goals and objectives.
Each person’s circumstances and financial goals, ambitions or requirements are different. Whatever the circumstances of a client we seek to be able to meet their requirements.
We have the specific skills and expertise along with the specialist technical and strategic financial planning capabilities to assist with your needs. This includes delivering wealth management advice and strategy to individuals, wealth accumulators or retirees, superannuation, self managed superannuation Trustees or Directors, family offices and not-for-profit organisations.
A service offering that thrives on excellent client service, delivering results and building and maintaining a strong relationship that endures.
We can utilise a broad range of investment options which include but are not limited to:
- Domestically Listed Shares
- Internationally Listed Shares
- Listed Yield Focused Securities
- Managed Funds
- Exchange Traded Funds (ETFs)
- Direct & Listed Property Investments
- Private Equity
- Cash & Term Deposits