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Gain access to our portfolio management capabilities

Institutional investors and asset consultants should contact Glenn Woolley on
+61 3 9975 7888 to discuss your specific requirements.

Designed to help you achieve your investment goals, our expertly constructed portfolios give you access to our extensive Australian equities investment capabilities. By applying a time-tested investment process that has delivered solid performance through some of the toughest market cycles, we aim to invest in quality companies at attractive valuations.

Depending on the size of your investment, you can invest through:

You can also access our online financial advice service designed for investors who want investment advice online regarding their Australian equities investments.


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A portfolio built for you, not for everyone
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