Our Services

Research

Access to comprehensive research which is highly regarded in the industry in investment, personal and business insurance and finance.

Our investment research is provided online to make it accessible, cost-effective and features a preferred list and model portfolios as well as:

• Managed funds and economic research
• Model portfolios for managed funds and direct equities
• Alternative Investments research
• Listed securities research
• Advisory services

Research publications online and in hard copy, monthly and quarterly

Our highly sophisticated, independent insurance research, which is also web based provides comprehensive, quantitive and qualitative  product research for all of our risk accredited associates.

Share Broking

Through our preferred share broking provider, we are able to provide access to:

• Full sharebroking services including portfolio reviews and advice
• E-commerce solutions - live market data and trade execution
• IPOs and corporation actions
• Online trading, model portfolios for equities
• Data feeds to desktop software eg. share traders