What we do
Everything you invest, in one place.
From cash and term deposits to bonds, managed funds, shares and new listings, your adviser can arrange it all in one account, alongside advice on retirement, superannuation and insurance. One adviser looks after all of it.
How long you invest, and how quickly you can access it.
Select an investment to see how it works and who it suits.
High interest cash account
An account that earns interest, with your money available any day.
- How long
- None. Keep it as long as you like
- Getting your money
- Any day
- Good to know
- A variable rate, and many accounts pay a bonus rate when simple monthly conditions are met. Covered by the Financial Claims Scheme up to $250,000 per account holder, per authorised deposit taking institution.
- Who it suits
- Savings you may need at short notice, and money you are holding before investing it.
Positions are indicative and describe each type of investment in general, not any specific holding.
The right mix depends on you.
Your adviser helps you decide how much to place in each, and for how long, so it all works together with what you already own.
Our services.
Cash accounts and term deposits
The strongest rates Australian banks publish for your amount and term, checked every morning and arranged for you by your adviser. Larger amounts can be spread across banks so each part stays within the Government guarantee. No fee from us.
Bonds
Government and corporate bonds selected by the firm, with the coupon, maturity date and currency set out clearly before you decide. Optional capital protection is available on specified bonds.
Managed funds
Managed funds quoted on the ASX, shown with their five year record and fees, and placed with no fee from us. Your adviser sends you each fund's Product Disclosure Statement before you decide.
New listings
Access to new company listings when the firm has a place in an offer, with your application arranged before trading begins.
Wealth management
Full advice and ongoing management of your whole portfolio, for a yearly fee based on its value.
Retirement and superannuation
Advice on superannuation, including self managed super funds, and on drawing an income in retirement.
Insurance advice
Advice on the right cover for you and your family, for a fee agreed with you before we start. Any commission an insurer would pay is passed back to you in full or used to reduce your premium.
Talk to an adviser.
Tell us what you would like your money to do, and an adviser will take you through your options. There is no obligation.