Comprehensive Range of Tailored Advisory And Investment Solutions
Accessible support and flexible investment services made simple for our Private Wealth clients.
Our portfolios are designed for both, income investors looking for above markets fixed income distributions and capital preservation, as well as growth investors looking for accelerated wealth creation investments and profitability. Our core services and depth of experience extend to securities and derivatives, international portfolios, equity capital markets, alternative assets, private debt, and capital advisory services.
Working hand-in-hand with financial advisers, we provide bespoke strategic investment services to support the needs of first-time or experienced investors, retirement planners, superannuation and SMSF investors, wholesale investors, business owners, medical professionals, and corporate clients.
Our investment advisers provide daily recommendations on equities and options and can provide general advice and discretionary equities advisory services to investors looking for both income generation and growth portfolios.
Seamless and cost-effective superannuation and SMSF specialist services and asset allocation advice built around our private wealth clients. Similar to a traditional super fund, we have centered everything around our clients and their assets are managed for them.
As a client, you can benefit from gearing advice to increase your equity and placement in a range of investment offerings including shares, property-based assets, high-yield private debt investments, and also improve your after-tax investment returns.
Personalised Investment Management Solutions & Model Portfolio Services
We leverage our deep understanding of asset classes to develop a customised approach combining time-tested strategies with diverse assets. This enables us to navigate the complex financial landscape and confidently grow investors' assets under management.
Our investment solutions include portfolio design and construction with exposure to the major asset classes including Australian & international equities, fixed interest securities, ETFs, managed accounts, managed funds, alternative investments, real estate assets (direct/managed fund), private debt investments and portfolio management. We operate a co-intelligence advice and investment community centered on working with our clients to stay in control of all aspects of their finances. Our broader service offerings has been designed after following tested strategies, not products. As a client, we’ll provide 24/7 access and regular reporting, and we’ll connect you to the expertise and resources within ‘B. Moses’ to grow your wealth. Other areas of focus:
Structured to provide capital preservation and higher distributions to traditional bonds, term deposits, and other fixed interest securities.
For consistent distribution of above-inflation income, our fixed interest asset allocation is designed to deliver potential growth or income combined with capital preservation.
Our clients benefit from equity capital markets opportunities such as IPOs, capital raising, and placements, ongoing research, and excellent execution and distribution services.
We are here to provide you with insights and guidance. Our simplified new way to asset management is to stay connected and supportive via our private wealth clients access portal to create positive client experiences in a manner that promotes transparency and accountability.
Ad Hoc Specialist Services
The ad hoc services to Private Wealth investors are designed to save time and cost. We use unique, custom-built tools to give you the edge.