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INDIVIDUALLY MANAGED PORTFOLIOS

Unique investment experience where each investor enjoys the freedom and control of having their own discrete portfolio. There is no pooling of assets with other investors.

Proven & Sensible Investment Approach
  • Capital Preservation
  • Diversification
  • Value Investors
Investors have Control
  • Assets legally owned by investor, not a third party
  • Bank Account in investor's name
  • Contact with Investment Team
  • Monthly Portfolio Update
24/7 Transparency
  • Online reporting
  • Transactions and contact notes displayed
  • Performance and investment reports

“We have created an investment solution we would be proud to provide to our own friends and family...in fact, we do”

CONTACT US

We would love to run you through our Investment Approach to see if it is suitable to your needs - obligation free of course. Get in touch today to arrange a meeting.

OUR OFFICES

Wollongong Office (Head Office)

128 Church Street, Wollongong, NSW 2500

Sydney Office (by appointment only)

Australian Square, Level 33, 264 George Street, NSW 2000

All Correspondence

PO Box 6048, Wollongong DC 2500

Phone:

(02) 4201 7030

CONTACT US