Apply Now
If you are interested in using one or more of our personalised investment management services, you will either need to complete our on-line application form or download a copy of our Application To Become a Client booklet. Alternatively, you can contact us and we will send you an application booklet via Post.

Click here to complete an online application or to download a booklet for later

Free Online Advice
If you would like us to provide you with online advice, you may complete an online questionnaire and we will email you a Statement of Advice as it relates to Australian equities. This service normally costs $500, but for a limited time this fee has been waived.

Click here to use our free online advisory service

Tell Us More
If you have previously completed a free online advice questionnaire, and having received our Statement of Advice you now wish to become a client, you do not need to now complete a full application. Simply provide us with a little more information on how you would like your portfolio to be administered and we will process your application to become a client.

Click here to become a client, having already received online advice from us