Millions of Australians have a portfolio of shares. Some of these portfolios are small, whilst some are very large. However, most of these investors do not have the time nor the expertise to properly manage their portfolio. Our investment services have been created to meet their needs.

Retail and High Net Worth Investors
Our new generation of Managed Discretionary Accounts are suitable for anyone wanting something more than a unit trust or managed investment scheme. They are ideally suited to those people who either have, or want, their own portfolio but don't have the time nor expertise to manage it, and includes: -
 Individuals, couples and dependents;
 Family trusts and other trusts;
 Self managed superannuation funds and family companies;
 Deceased estates;
 Clubs and organisations.

Click here for more information on products suited to retail and high net worth investors

Institutional Investors
Institutional investors are defined as those with more than $5 million to invest, and include: -
 Institutional superannuation funds;
 Charities, corporations, master trusts.

Click here for more information on institutional products