Services

Our team of Portfolio Managers are well trained and committed to providing our clients with sound advice on quality shares based on their extensive market knowledge.

Services include:

• Objective advice on equity investment
• Provision of extensive information on listed companies
• Information on new floats
• Superannuation advice and services
• Direct hands-on involvement with our clients
• Account statements and portfolio valuations
• Financial and Retirement Planning
• Prompt attention to buying and selling orders
• Assistance with estate valuations for probates

Investors Rights

Our clients have the right to receive securities recommendations from us that have a reasonable basis. i.e. where consideration has been given to the information the adviser has been provided about your investment objectives, financial situation and particular needs. If you do not wish to provide such information, our adviser will be limited in his or her ability to make recommendations specific to your requirements.

You have the right to be advised about any interest of the adviser that may reasonably be expected to be capable of influencing a securities recommendation made by them.

You need an income stream, perhaps to meet your living expenses. You may also tend to avoid shares which do not pay franked dividends.

A secure income stream is not necessary as your income needs are met from other sources. However, you wish to achieve capital growth to provide a hedge against inflation and to accumulate wealth.

Investors need to be aware that shares which are likely to provide capital growth can also result in capital losses, and often shares with the greatest potential for growth have significant potential for loss in value.

Your needs may include both a secure income stream and some measure of capital growth.

You wish to trade in shares with a view to profiting from short-term price movements in the stock market.

Some shares to be acquired for each of the above purposes and to create diversification in your portfolio.