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*