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Contact

Home Contact

Contact

by Henry Fung - Partner Managing Director
Contact Numbers

Australia 1300 889 603
International +61 2 8378 7199

Main Office

Suite 602
37 Pitt St,
Sydney, NSW 2000
Australia

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Frequently asked Questions

Our Advisers are highly experienced advising clients on different strategies to meet client needs. Get in touch and we will be delighted to help.

What kind of financial advice do you give?

We provide general advice on growth and income strategies as well as tailored strategies such as covered calls and portfolio protection for clients with a more specific needs.

Do you offer individually tailored strategies?

Yes, we do. If you have a specific goal that you want to meet, we can provide a portfolio review as well as strategies on a general advice basis to help you to achieve those goals. Contact us for a free portfolio review and 30 minute consultation to get started.

What makes your products special?

We work on the basis of putting the clients best interest first. Our strategies have been rigorously tested to provide true risk-adjusted returns and our fees are structured so our interests are aligned with yours. If you haven’t already, download our free eBook and I am sure you will be convinced we have our clients best interest at heart.

What do you specialise in?

We specialise in the Australian and US markets. However, we are always developing our systems and expanding into other markets such as Asia and Europe.

All our advisers are qualified in Equities, Options and other complex derivatives. However, we see derivatives as a way to manage risk and to apply mild leverage when appropriate, rather than as a tool to gain high risk returns.