Additional Services
Administration and Reporting
Benefit from real-time access to your entire financial position from any device.
Our fully secure, automated and paperless system ensures that critical documents are available at the click of a button both for you and your service providers.
Investment Essentials & Tailored News
For making the most strategic and informed decisions, we streamline relevant investment insights, summarise global information and tailor it to your investment portfolio.
We understand your busy schedule, so we provide information in an easily consumable format, including:
Weekly Summaries
Keeping you up-to-date on key investment themes and significant market movements
Monthly Executive Summaries
Offering insights from our CIO and a summary of your portfolio holdings
Thought Leadership
Access to our specialist teams’ expertise, with opportunities for face-to-face meetings and virtual presentations
Multimedia
Enjoy a weekly podcast and virtual opportunities to interact with our team
Complimentary Digital Access to the Australian Financial Review for all clients.
Philanthropy
We believe in giving back. Our team dedicates significant profits, expertise and time every day to philanthropic initiatives.