Strategic Advice

Leveraging deep experience our team provides independent advice to enrich and optimise client’s wealth strategy while navigating complexity.

Master Your Investment Journey

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.

Investments
SERVICES

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

Features

01. Boutique Environment
In a world where individual investment manager discretion is being increasingly replaced by automated processes and responses, we empower our investment managers to deliver what clients seek.
02. Imagination
We provide creative solutions combining traditional values and old-fashioned relationship-based services with 21st century innovation, imagination and entrepreneurship.
03. Real Experience
We are familiar with and will advise on the challenges of growing young businesses. We have significant experience in running listed businesses including the Initial Public Offering journey and operating a listed business We understand both the challenges and the opportunities involved.
04. Connections
We pride ourselves in our extensive network of investors and contacts in the financial services sector. We are able to connect corporate clients that have growth plans and capital requirements with the right investors.
05. Global Research
With access to global research, our team are well-eqipped to conduct detailed research on a global scale.
06. Excellence
We relentlessly strive to achieve the highest standards of quality for our clients.