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by Henry Fung - Partner Managing Director

Providing actionable general advice to assist our clients meet their goals.

We help clients to meet their financial goals by providing actionable insights and sound advice. Our products have a proven track record and our general advice strategies are proven methods to help our clients achieve their high level of expectations.

Our growth model portfolio’s are driven by quantitative trading systems and algorithms designed to find excess return in large cap Australian and US markets. Systematic, back tested and consistent approaches are our speciality.

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We provide Individually Managed Accounts (IMA) services through our Private Wealth Advice arm. Our High Net Worth (HNW) clients demand a certain level of service and our highly experienced Advisers provide tailored advanced investment strategies that can meet their high expectations and demands.

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The Portfolio Administration System (PAS) is a state of the art portfolio system which connects to your trading accounts, your banks and everything else in between. PAS is your one stop shop to all your accounting needs – just print out your end of year accounts and hand them over to your accountant. Efficient, quick and accurate reporting.

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One Off Share Sale

Do you have Australian or international shares to sell? Are they in a complex structure such as a Company, Deceased Estate or a Trust? Head over to our specialist VIP one off sale site and one of our qualified Advisers will assist you with the sale from start to end.

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