We are an investment advisory business who specialise in asset management for high net worth individuals, families, SMSF's and Trust's. Our investment managers are Jarrod Broadbent (MD) and Jon Holroyd. Between us, we have more than 45 years experience in financial markets working at organisations such as UBS, Merrill Lynch, JP Morgan, Standard and Chartered, and IOOF.
Some of what our clients receive:
State of the art trading platforms, comprehensive tax reporting, and website accessibility.
Security of investments - All investments are held in our clients own names.
Research Offering - Diversified across investment banks, brokers, and independent analysts.
A superior, low-cost reporting system. We do not use wrap accounts due to how expensive they are for clients. Over 95% of clients funds are in direct investments which result in large fee savings.
Priority access to floats and placements from a panel of more than ten investment banks.
Access to private equity deals and other unlisted investments.
We are dedicated to delivering outstanding results and exceptional service to all of our clients at an extremely competitive price.
Being located in Bayside, we are able to keep our overheads relatively low and these savings transfer directly back into the pocket of our clients via lower fees.
We take the time to tailor our investment advice. We look at each clients situation and firstly determine if they have the appropriate structures in place for optimal asset allocation, tax awareness and cash flow management. Investments are then structured to meet the clients individual income requirements and in line with the clients level of risk.
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Ground Floor, 88 Ricketts Rd, Mount Waverley, VIC, 3149
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