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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 $450 million in funds
- 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.
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