FIXED INTEREST

Fixed interest investments can play an important role in most client portfolios and the high yield investments described above may form part of a fixed interest strategy. In addition we can facilitate investment into more traditional corporate and government fixed interest securities in both domestic and global markets. An area of interest in the past few years has been mortgage backed debt which has been particularly sensitive to changing economic conditions.

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OUR MISSION

Our DNA and culture is committed to our investment capabilities and client service.
We strive to:

  • provide superior financial asset management services so clients achieve their long-term financial goals
  • deliver independent, objective, tailored and creative investment strategies
  • build, preserve and transfer wealth whilst fostering an “investment community environment” delivering both better outcomes and access to opportunities otherwise not available

So our clients enjoy more capital growth and income with less volatility.

OUR VALUES

Respect for the Individual
Integrity
Accountability
Community
Social responsibility