Individuals (Wholesale Only)

Australian Equities

  • Currently 7 Managers appointed
  • Typically between 100-200 stocks
  • Access to managers no longer taking new mandates
  • Managed specifically for individuals with moderate to high tax rates
  • Excellent history of long term performance

Cash

  • Portfolio of term deposits with Australia‚Äôs big 4 banks and their divisions
  • Removes the administration burden of managing your own term deposits