Our clients include investors that are:

• Wholesale and/ or institutional clients
• Sophisicated and professional investors
• Individuals with $25,000 or more in investable assets, including existing share holdings.
• Self Managed Super Funds with over $25,000 in shares or cash.
• Individuals with at least $12,500 in investable assets, that are willing to gear the remaining amount to meet the minimum investment amount of $25,000.

Investors may come to us because they:

• Have just received a lump sum of money and wish to invest for the future.
• Are looking for an active management and administration service for their existing shares with consolidated reporting and summary tax statements.
• Have an existing share holding with large unrealised gains, and seeking an additional income over and above the dividend yield.
• Have direct shares through a Self Managed Super Fund or wishes to.
• Are an accumulator or retired investor looking for an income stream from their investment.
• Understands limitations of unit trusts and are looking for a tax efficient and flexible investment.
• Understands that stockbrokers have a potential conflict of interest when dealing in securities and are looking for an ethical portfolio management service with full disclosure and governance by the Corporations Act.