We provide our clients with a portfolio of innovative, professionally managed investments.

Our focus is on:

Generating regular income opportunities from a range of income producing assets
Providing our clients with the opportunity to blend their income portfolio between highly liquid or short term or longer-term investments

Our portfolio of income investments

These investments are suitable for wholesale and sophisticated investors, including SMSFs.

Offering a diverse range of income producing assets that larger international managers would not normally consider.

Australian Diversified Bond

An unlisted corporate security

Highly liquid investment

Minimum 3 months

Coupon Rate from 3.5%pa

Property Warehouse Lending Unit Trust

An unlisted unit trust

Short term investment

Minimum 6 months

Target return 8%pa

Australian Diversified Income Fund

An unregistered managed investment scheme

Longer term investment

Minimum 2 years

Target Income Return 6-7%pa*