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As in life, investment without handrails can be treacherous. Alongside you we step with caution and conviction.
Building wealth with confidence. It's a measured ascent.
Astuteness means we're masters of the downside risk. We don't believe everything that's written in the newspaper.

Your Wealth Journey

The road to wealth is a journey. As your trusted partners, we provide personal guidance to achieve your goals.

We are Melbourne-based specialists in investment management, wealth advice and specialist advice and consulting. It’s been 50 years of navigating journeys with business owners, individuals and families. We believe this tenure is a quiet reflection of our clients' achievements. Together, we are in this journey to protect and grow wealth.

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Melbourne-based investor walking with peace of mind in his wealth and investment journey

Our Client Journeys

Our Approach

Whether your assets sit at 2 million, 10 million or 100 million, our offering is tailored to your wealth and aspirations. Based on what you hope to achieve, we offer these services for business owners, individuals and families.

Business
Achievement

Personal
Achievement

Family
Achievement

Investment Management

  • Portfolio Strategies
  • Single-asset Class Strategies
  • Multi-asset Class Strategies
  • Administration and Reporting
  • Global Custody
  • Treasury Management
  • Investment Risk Management

    • Wealth Planning and Advice
  • Wealth and Retirement Goal Planning
  • Superannuation
  • Estate Planning and Multigenerational Wealth Transmission
  • Managed Accounts
  • Tax Management
  • Asset and Wealth Protection
  • Personal Care Administration
  • Insurance
  • Estate Administration
  • Portfolio Strategies and Design

    • Specialist Advice and Consulting
  • Project Planning, Financing and Management
  • Taxation Structuring
  • Asset and Wealth Protection
  • Funding Solutions
  • Business Transactions and Structuring
  • Succession and Business Transition Planning
  • Business Owner Planning
  • People Management
  • Business and Commercial Risk Management
  • Family Office and Corporate Governance Advisory
  • Philanthropic and Not-for-profit Strategies

    • Services

    • Wealth Planning and Advice

      Our clients have a wealth of expertise and are perfectly capable of making sound decisions. Our role is to help guide them in this process, integrating key components to help reach their personal goals in both life and wealth.

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    • Investment Management

      Considered investment should be reassuringly unexciting. Our substantial expertise and crafted strategies are designed to make your investment planning stress free, targeting sound and sustainable long-term returns.

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    • Specialist Advice and Consulting

      Our peace of mind planning process is about devising a bespoke strategy and plan for you and your needs. Each person’s circumstance brings its own complexity. Whilst we help guide you along the path, the plan is yours, for your journey.

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    • Asset Allocation

      Asset allocation strategy is a key element in our goals process with clients. Explore our suite of risk-adjusted asset allocation strategies to determine how to best achieve your investment goals.

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    News and Insights

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