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If you are interested in using one or more of our personalised investment management services, you will either need to complete our on-line application form.

Free Online Advice
If you would like us to provide you with online advice, you may complete an online questionnaire and we will email you a Statement of Advice as it relates to Australian equities portfolio management. This service normally costs $500, but for a limited time this fee has been waived.

Click here to use our free online advisory service

Contact Us
If you wish to discuss the application process or ask a question or to make an appointment to meet in person then,

Click here for our contact details

Tell Us More
If you have read and understood our Statement of Advice and wish to become a client, we need to gather a little more information from you in order to set up your portfolio account.

For example, the name of anyone else you want to authorise to operate your portfolio account (for instance, your spouse), or if you want your financial planner/accountant to receive information about your portfolio.

Click here to become a client, having already received a Statement of Advice from us


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