Australian direct shares

We can help you invest in a portfolio of direct Australian shares. We focus on:

• Dividend income
• Higher quality investments
• Tailoring the portfolio to your specific investment goals

Portfolio Construction

We can recommend the shares or we can have one of our investment partners such as Macquarie Private Broking construct a portfolio for you.

We can help you buy the shares

Buying the shares can be time consuming and difficult. We can handle this for you.

Ongoing support

We can keep you informed about the progress of your investments and discuss any changes.

Term deposits

A guaranteed amount of income with no change in investment value

• We look for the best rates for you
• We are not associated with the banks so are free to use the best solution available
• Advice on the best investment term

Support

We help with the paperwork

Compare

We can compare the alternaives

Ongoing support

We can help you when the term deposits mature

International share investing

There are a number of fantastic global companies, these are brand names, and they are not listed on the Australian stock market. We can help you invest in these global brands directly. We focus on:

• Quality names
• Long term investing
• Ability to continue to grow sales and revenue

Portfolio construction

We can recommend the shares or we can have one of our investment partners such as Macquarie Private Broking construct a portfolio for you.

We can help you buy the shares

Buying the shares can be time consuming and difficult. We can handle this for you.

Ongoing support

We can keep you informed about the progress of your investments and discuss any changes.

Managed funds

We can help you find the most suitable investment professionals. When looking for fund managers  we look for

• Consistent performance
• Trade off between fees and returns
• Ability to beat their competitors consistently

Portfolio Construction

We help you construct your overall investment portfolio to be well diversified and meet your personal investment style

We help you buy and sell the investments

Buying and selling investments can be time consuming and difficult. We can handle this for you.

Ongoing support

We can keep you informed about the progress of your investments and discuss any changes.

Direct property

We can incorporate direct property investment into our advice. We do this to provide diversification for clients investment portfolios. While we are not real estate agents we recommend clients consider the following when looking for direct property

• Rental yield
• Overall costs of purchase and sale
• Likely capital growth

Portfolio Construction

We can help you see how direct property can be part of your total investment mix.

We can help you find the right real estate agent

We can refer you to a real estate agent if you cannot find one.

Ongoing support

We can keep you informed about the progress of your investments and discuss any changes.

Listed investment companies

Listed Investment Companies (LICs) are a viable and well established alternative to managed funds and in fact have some advantages when compared to managed funds.

LICs are a great way to achieve market diversification or invest conservatively for those investors without the expertise or inclination to invest directly in other ASX listed companies.

We can help you:

• Find the right LIC’s for you
• Understand how the funds are invested
• Show you the advantages of using LIC’s over managed funds

Portfolio Construction

We can recommend the right LIC’s for your personal investment portfolio.

We can help you buy the shares

Buying the shares (in this case list investment companies) can be time consuming and difficult. We can handle this for you.

Ongoing support

We can keep you informed about the progress of your investments and discuss any changes.