Wholesale Investor

Understanding current market trends and identifying the types of investments that are most attractive to Wholesale investors.

Wholesale Investing in Australia

Wholesale investing refers to the practice of investing in financial products that are generally only available to wholesale investors. 

In Australia, a wholesale investor is considered a high-net-worth individual, company, trust, or superannuation fund with a net assets value of at least AUD 2.5 million or gross income of at least AUD 250,000 per annum.

These investors are considered experienced and sophisticated enough to understand the risks and merits of investing in specific financial products that may not be available to retail investors.

Wholesale Investors generally have exclusive access to a broader range of financial products and often have access to professional advice and guidance. They are also held to a higher standard of conduct than retail investors.

The Australian Securities and Investments Commission (ASIC) is responsible for regulating the market for wholesale investors and protecting them from fraud and other risks.

Quick Links


Stay up to date with our latest news, receive exclusive deals, and more.

understand the market

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.

Build People's Dreams

Our broader service offerings have been designed after testing strategies, not products. As a client, we’ll provide 24/7 access and regular reporting.

Understand Asset Classes

Exposure to the major asset classes, including equities, fixed interest, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed funds), private debt investments, and portfolio management.