Services
Why we
are unique
Our unwavering commitment to our clients sets us apart from other firms.
We stand by our investment decisions by investing in each of these opportunities ourselves. This approach not only gives our clients confidence in our investment strategies but also gives us a deeper understanding of the opportunities we are recommending, allowing us to refine and improve our investment approach over time.
Services
Private Equity
Private equity investments targeting operating businesses with solid growth potential. We look for companies with strong management in industries with supportive long-term tailwinds. Finally, we seek to invest at prices that we expect will underpin excellent returns over the typical 3-5 year life cycle.
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Commercial Property
Our Commercial Property Trust is designed to yield appealing risk-adjusted returns over the medium to long term by offering exposure to a diverse portfolio of Australian Commercial Property assets. The Trust aims to deliver a minimum return of 10% per annum over the long term, achieved through a balanced combination of income and capital growth. This strategy underscores our commitment to enabling sustainable wealth creation for our clients.
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Credit
A bespoke solution for wholesale investors seeking a stable income stream focusing on capital stability managed by a proven team. Capital protection by investing in a diversified pool of property credit transactions secured by real estate.
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Liquid Strategies
High Conviction investing in listed equities that aim to produce positive average annual returns while seeking to maintain a level of volatility lower than that of the benchmark Index. Offered through a managed account or unit trust structure.
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Partners
What sets us apart is our unwavering commitment to our recommendations and the partnerships we forge. We take pride in maintaining enduring relationships with our clients and collaborating with industry-leading organisations.
