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.