Strategic Advice
Leveraging deep experience our team provides independent advice to enrich and optimise client’s wealth strategy while navigating complexity.
Navigate with Expert Strategic Advice
Having worked with high-net-worth individuals and some of Australia's wealthiest families, we understand their unique challenges. We offer expert advice on strategy, entity structuring, mergers and acquisitions, philanthropy, asset protection, liquidity planning, and next-generation development.
Navigating complex
decisions with expertise.
We provide advice, expertise and capital to a number of exciting growth companies we have selected because we believe we can have a material impact on the long-term success and value of these businesses. Our aim is to deliver exceptional service to a modest number of clients and best practice within our broker-to-clients ratio. This focused approach enables us to closely and comprehensively support the management teams and companies we work with. Our work does not stop once a fundraise has been completed. Our clients benefit from our expertise; from the growth stages of a business through to major liquidity events and beyond. Services include access to capital, sales and corporate broking.
Access to Capital
- Early stage companies and seed funding
- Angel, early stage to late stage VC and private equity
- Pre-IPO, IPO and RTO
- Vendor placements and block trades
- M&A and secondary issues
Sales and Corporate Broking
- Access to different pools of capital and investors
- Intelligent and insightful research delivered via strategic partnerships
- In-depth market knowledge
- Focused capital markets strategy
- Strategic insight and market intelligence
- Investor roadshows with value-add feedback