A practical approach to wealth and investing. For smart, thoughtful investors.

We offer Model Portfolios and Managed Accounts for investing in Australian shares

Model Portfolios

We share our live investment portfolio. You take care of the rest.

Managed Accounts

Your investments, fully managed by us. We take care of everything.

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We believe that by pursuing excellence and continually improving our investment process, we’re able to offer a better way.


We’ve built our investment strategy upon the high conviction application of the best of what we’ve learned and applied over time.


Equity portfolios managed to clearly defined parameters that are repeatable and seek to minimise behavioural biases.