Your first step in opening an account is to email or telephone for an appointment – whichever is more convenient for you. You will have ample opportunity to discuss your requirements, ask questions about our portfolio service, investment methodology, performance record, and any other questions you may have.
Please note that our minimum portfolio for management for Australian resident investors is $5,000,000.
You have absolute security. We have limited authority to electronically view and manage your portfolio, however we never have physical access to your securities or bank account.
Your securities and transactions are locked to your bank account, giving you absolute security.
You have sole signing and transfer authority to withdraw funds, and online access to your bank account at all times.
Buy and sell stock transactions are made through your bank discount broker, and settlements are locked to and can only settle to your bank account.
Stocks are registered directly in your name.
Dividends are electronically paid by the companies in which you invest directly into your bank account.
Australian banks are among the largest, safest and best managed in the world and have top global credit ratings. The Australian government guarantees deposit up to $250,000.
We formally report to you quarterly, and annually provide a tax statement of income received.
Please call us +61 3 9629 5282 or email if you have any queries to – [email protected].