Investment

When looking to build your wealth receiving unbiased expert advice can make all the difference. Together with our alliance partners we can help you with all aspects of investment, including: 

  • Investment structures
  • Gearing strategies
  • Self-managed superannuation funds
  • Business banking & finance
  • Analysis of specific investment opportunities

The team is particularly adept at dealing with the sophisticated investor* which allows for a streamlined investment decision process with less red tape.

 

 

*To become a sophisticated investor, you have to acquire a 6D certificate from a qualified accountant, stating that you have net assets of $2.5 million and/or that your gross income for the past two financial years has been at least $250,000 a year. Waterhouse Chartered Accountants can supply this certificate to their clients.