Summary
There are many reasons as to why our investment management services are of benefit to your
clients. In a 'nut-shell' we offer a much better investment product and a lower price than
the traditional pooled managed investment scheme or unit trust.
- Overview |
- Value Add |
- Communication |
- Partners |
- Thresholds |
- Client Types
Investment Thresholds
Anyone with more than $100,000 in investment funds, or who has the capacity to borrow that amount, is a target client. While our preferred portfolio minimum for self managed super funds is $150,000 we will accept amounts less than that provided we see the capacity for growth. However, where it assists your client relationship, we will do our best to accommodate amounts less than $100,000. Our Foundation Investment Account (FIA) might suit clients with between $50,000 and $100,000 in assets to be managed.
Anyone with more than $100,000 in investment funds, or who has the capacity to borrow that amount, is a target client. While our preferred portfolio minimum for self managed super funds is $150,000 we will accept amounts less than that provided we see the capacity for growth. However, where it assists your client relationship, we will do our best to accommodate amounts less than $100,000. Our Foundation Investment Account (FIA) might suit clients with between $50,000 and $100,000 in assets to be managed.
