Our clients are ‘wholesale’ or sophisticated investors who may be investing as individuals or through a trust, company or self-managed superannuation fund. We also assist with the investment needs of family offices, foundations and not for profits. The focus of our investment strategies is: To identify and implement wealth creation opportunities to achieve the highest returns on a risk adjusted basis To fully understand the needs of our clients and establish a long term financial partnership. To maintain an asset allocation strategy which takes into account the cyclical nature of markets. To achieve our clients’ goals we have partnered with a number of key service providers who combine to offer secure, efficient and high–performance wealth management solutions.