Overview

Founded in 1986
Leading private client firm (GPCA voted one of TOP 10 Financial Advisers - Australian Money Management Adviser Review 1998)
Independently Owned
Highly customised advice and personalised service
Manage in excess of $2.5 billion in assets
Specialists in alternative investments - skill based managers, hedge funds, property based investments, development trusts, mezzanine, private equity, timberland and agricultural investments
Experience in dealing with Sophisticated Investors and investments
National client base consisting of:
- Business entrepreneurs with a net worth in excess of $1m;
- High net worth individuals earning in excess of $250,000 per annum;
- Investors with over $1m in capital available to invest;
- Retirees requiring income upwards of $15,000 per month;
- Corporate trusts, deceased estates and Industry associations with $1m plus of investible funds.