Services
We provide a comprehensive suite of services for
our clients, and corporate and institutional investors.
Stockbroking
We understand that no people are alike: everyone has unique financial needs and our purpose is to provide personalised advice that best address those needs.
Because we are a full service stockbroking firm, our clients can receive a comprehensive approach to their investments – rather than just stock selection or execution of orders.
We cultivate long-standing relationships with our clients through the provision of high quality, professional advice to private investors across all asset classes. Our strength lies in being able to provide focused investment solutions which meet our client’s investment goals: to build and preserve their wealth.
Portfolio Administration Service
Our Portfolio Administration Service is a comprehensive wealth administration service that incorporates investment administration and tax reporting. It is designed to be used in conjunction with customized advice provided by your adviser, who also provides trade execution and access to research.
PAS delivers the best of both worlds: we take care of all paperwork associated with administering your investment portfolio – while you keep all the benefits associated with owning your own share portfolio. With PAS you enlist the expertise of an investment adviser who provides personal advice and a portfolio structured around your financial and investment objectives.
You are also supported by a team of experienced investment administrators that take care of all the day-to-day administration associated with your investments.
Fixed Interest Investments
Fixed income as an asset class performs in ways to protect a portfolio that equities and cash cannot. The performance of fixed income investments typically has a low correlation to the share market – meaning a fixed income portfolio can potentially reduce the volatility of an overall portfolio.
Fixed income offers a range of investment fixed interest products with different risk profiles, meaning different products will suit different investors. We can help you choose the most appropriate option for your circumstances, and provide advice and execution services on a full range of fixed-income instruments.
If you already hold bank bills, debentures, and bonds in your portfolio we can help you manage rollovers and redemptions.
