A new dawn in wealth management
We develop and implement innovative yet considered financial and investment strategies for our clients with the aim of increasing their wealth by delivering consistent, market-leading financial outcomes.
Platinum Alpha Strategy Performance Update
Performance vs Benchmark Indexes
Performance vs UGC Representative Industry Average Performance
Local, with a global reach
We’re based in Melbourne but our investment reach – be it property, securities or wealth management – is truly global.
Tell us where you want to be and we’ll help you plot the best course to get there.
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We can offer face to face, video or telephone meetings in the morning or afternoon to suit your schedule and availability.
Refinancing traps to avoid
Whether you’re after lower repayments or want to tap into the equity sitting in your home, refinancing can offer significant…
Contents insurance: Protect the things you value in your home
Contents insurance covers your household items and personal belongings if they’re damaged, lost or stolen. This can include your furniture,…
Ten questions to ask a mortgage broker
Using a mortgage broker to help you choose a home loan can save you considerable time and could result in…
Getting your super: Find out when you can access your super
You can get your super when you retire and reach your ‘preservation age’ — between 55 and 60, depending on…
Investing basics for first timers
The students of 2020 are graduating to the adult world in one of the most uncertain times in recent history…