Wealth Management

Our Private Wealth arm specialises in providing strategy specific general advice to our High Net Worth clients, who have very specific needs in their portfolio.

Our Private Wealth Advisers all have decades of experience and know the Australian market like the back of their hand.

Income or growth specialists

Shares form a large part of most investments and superannuation portfolios.

MF & Co. are experts in direct share investment and can balance a strategy towards growth or income depending on what you require from us.

Our focus for our strategies ranges from the short to the long term, depending on what you want.

Qualitative and quantitative driven

Through our partnerships with multiple research houses and our own highly experienced advisers, we look closely at every recommendation we make and ensure that it the best of the best.

Our screening methods are very critical, we look at all stocks objectively and understand them from a qualitative and a quantitative basis before making a recommendation.

You won’t find us trading for trading’s sake.

Highly qualified and experienced

Our senior Private Wealth Advisers have over 10 years experience and hold accreditations in RG146 – Securities & Managed Investments and Accredited Derivatives Adviser Level 2.

This allows our Advisers to use complex options strategies to help you achieve your investment goals.

Experience a full wealth management offering

Experience peace of mind as our Advisers provide a full wealth management service, allowing you to experience life as you want it.

Our Advisers are on call and you will always get to speak to a qualified person who can assist you.

Are you ready to take the next step? Contact us.

 

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