B. MOSES ASSET MANAGEMENT
Personalised Investing

Safeguarding the future with personalised investment solutions. At the core of our services is a shared, integrated form of financial and investment disciplines that we have developed to produce results that are more insightful and rewarding to our Private Wealth Clients. 

Safeguarding the future with personalised investment solutions. 

investment solutions
Discover The Value of Personalised Investment Services

Comprehensive Range of Tailored Advisory And Investment Solutions to protect and grow your wealth

Personalised Portfolios

Our portfolios cater to income investors seeking above-market fixed-income distributions and capital preservation and growth investors aiming for accelerated wealth creation and profitability. Our core services and extensive experience encompass securities and derivatives, international portfolios, equity capital markets, alternative assets, private credit, and capital advisory services.

Working closely with financial advisers, we offer bespoke strategic investment services tailored to the needs of first-time and experienced investors, retirement planners, superannuation and SMSF investors, wholesale investors, business owners, medical professionals, and corporate clients.

As a client, you can benefit from our high-yield private credit strategies and alternative income strategies. These strategies offer target net returns of 7.5%, 8.5%, 12%, and 15%, with income distributions paid monthly or semi-annually.

If you are asset-rich and on the Aged Pension, your retirement income can be supplemented with our Zero-Interest Equity Release Loans initiative for Australians over 50, providing up to $40,000 in annual income.

Our alternative income strategies aim to provide secured and consistent income distributions that can be used to fund lifestyle or retirement needs or to implement debt recycling gearing strategies to accelerate debt repayment.

We offer seamless and cost-effective superannuation and SMSF specialist services, including tailored asset allocation advice built around our private wealth clients. Similar to a traditional super fund, we center everything around our clients, ensuring their assets are managed for them.

Our investment advisers offer daily recommendations on equities and options, providing general advice and discretionary advisory services. Utilising MDAs (Managed Discretionary Accounts) and SMAs (Separately Managed Accounts) as investment vehicles, we cater to investors seeking income generation and growth portfolios.

Personalised Portfolios

We leverage our deep understanding of asset classes to develop a customised approach to investment management that combines time-tested strategies with diverse assets. This enables us to navigate the complex financial landscape and confidently grow our investors’ assets under management.

Our investment solutions include portfolio design and construction with exposure to major asset classes such as Australian and international equities, fixed interest securities, ETFs, managed accounts, managed funds, alternative investments, real estate assets (direct/managed funds), private credit investments, and portfolio management.

We operate a co-intelligence advice and investment community focused on empowering our clients to stay in control of all aspects of their finances.

Other areas of focus:

Structured to provide capital preservation and distributions above those of traditional bonds, term deposits, and other fixed-interest securities.

We provide insights and guidance through a simplified approach to asset management. By staying connected and supportive via our SMA and MDA investment platforms, we create positive client experiences that promote transparency and accountability.

Accessible support and flexible investment services made simple for our Private Wealth clients.

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