Investing wisely is something we can all understand however, the wide range of choices can make this hard. We work to help you navigate all the choices and work to achieve your investment goals.

Our expertise extends to:

  • IndexInvest model portfolios;
  • Direct share investments;
  • Investment property;
  • Commercial property;
  • Trading Signals service;
  • Tax strategies;
  • Protected Investment Portfolios, and;
  • Global investing.

Investment Property

We think a property is probably the most important part of your wealth management strategy. This is because it is hard to become financially secure without owning at least one property. If you can own more than one, things get even better.

We advise on all forms of property: residential homes, investment properties and commercial properties. And we don’t just advise on your own property, either. We often find ourselves showing clients the best way to help their adult kids buy homes.

We always start with your family home. We do this because the family home occupies a special place for most Australians. Our homeownership rates are amongst the highest in the world.

Residential property also occupies a special spot in Australian investment history. It is historically the highest earning asset class, with an average annual return of over 8% compounding in the 10 years to 31 December 2015, and 10.5% per annum in the 20 years to the same date (source: ASX Annual Investment Report June 2016).

Homes account for around 43% of all household wealth in Australia. And, pretty importantly, they give you a place to live as well.

And these is just family homes. When you consider the impact of investment properties as well, you find that being wealthy is really a matter of owning property.

This is why property simply must be a significant part of your financial plan. You need to decide what to buy, how much to spend, how to borrow (and how much) and how to repay the debt if you want to make property investment work for you.

Basically, your wealth starts with property and expands from there. That’s why we do, too Email us today at

Share Securities

It does not matter if you want income, growth, or capital preservation. If you are investing for today, tomorrow, or someone else’s tomorrow. Your goals are unique and will change as you move through life’s different stages. We have developed a range of investment strategies – which we tailor to suit your life goals.
Our highly qualified and skilled team services all needs, including:

  • Trading Signals – a service utilising our proprietary AI to develop algorithms selecting high performing investment holdings
  • Brokerage services – low cost transaction solutions
  • Wholesale investment access – for qualifying clients seeking to access investments not available to retail clients
  • Prioritised Investor Service – a suite of services to qualifying wholesale/sophisticated clients recognising their specific needs. From more information click the button below