Finally an share investment that gives you the benefits of direct share ownership and superior returns!

 Our professional investment analysts scan the market to find the best performing stocks to create a top performing portfolio for you. 

Given this our Individually Managed Account Service is suitable for clients who:

• Do not have the time or expertise to manage their own portfolio
• Would prefer to utilise the expertise of professionals
• Have cash to invest or have an existing portfolio
• Would like timely reporting on their investments
• Are seeking superior market returns

This product is suitable for both sophisticated and retail clients.

Our Expertise, Our Performance, Your Choice 

The benefits to you include:

• All shares held in your name
• Professionally managed individual account
• Full administration of your portfolio
• Superior market returns
• More effective tax planning
• Direct benefit of dividends
• Funds invested only in leading ASX companies
• Competitive fee structure
• Leveraging opportunities available
• 24/7 access online
• Comprehensive online reporting
• Quarterly reports giving you greater detail of all trades and performance

Click hereto read an open letter from Dale Gillham and find out more or here if you would like browse our online brochure.

To request a copy of the information pack which outlines the details to invest in our Individually Managed Account Service click here.