Ballarat (03) 5331 3711 Melbourne (03) 8391 3063 Locate our Offices Make Enquiry

Getting quality investment advice is the cornerstone to building long term wealth.

Looking to start an investment portfolio?

Whether you have $1,000 or $1,000,000 to invest, you normally look for the investment that gives you the best return. But not all investments are the same and it’s important to manage your expectations and risk.

With the help of our investment advisors, we help you look past the glossy prospectus, leveraging our experience and analytical skills to identify the most effective investment.

Our leading advisors can assist with:

  • Direct Share Investment
  • Managed Funds
  • Geared Investments
  • Bonds & Debentures
  • Listed & Direct Property Investment
  • Term Deposits
  • Cash Management Trusts

Would you like to make an appointment?
To discuss your requirements contact us on (03) 5331 3711 or complete our enquiry form.