Global Product Range
We provide access to a diverse range of products across local and global markets.
To compliment our tailored solutions, we review and negotiate suitable products for you across leading providers, fixed income funds and stock exchanges. Gain access to the following products via our Family Office Investment Accounts or Cashel Super.
| Products | Description |
|---|---|
| Australian and International Shares | Gain exposure to over 1000 Australian and International Direct Equities, including shares from Apple, Google (via its parent company Alphabet) and Amazon, and build an investment portfolio that reflects your personal goals. We offer you the flexibility to invest in shares directly, via a Separately Managed Account, or via a Managed Fund. Investing in shares directly may have lower investment fees than a Separately Managed Account or Managed Fund, but it requires technical investment expertise and daily management to execute successfully. This can be challenging to maintain when accounting for volatile markets and work and family commitments, hence a Separately Managed Account is an effective alternative where investments are managed on your behalf by our Portfolio Managers. Learn more about Australian and International Shares.NB: Please note there may be limitations on what shares you can invest in through your Super Fund due to risk and liquidity terms associated with each share. |
| Separately Managed Accounts | We offer you the opportunity to invest directly in Australian shares and global exchange traded products under daily management by our Portfolio Managers. This invites lower transaction costs and greater transparency than a Managed Fund, and provides a convenient alternative for clients who don’t have the capacity to actively manage listed investments themselves. Shares are bought and sold in your name within strict investment guidelines disclosed here. We do not offer this for all investment mandates, only ones that we have expertise in such as Australian small cap and special situation investments. Learn more. |
| Managed Funds | Managed Funds involve investing in an investment trust that is actively managed by global Portfolio Managers who have varying styles and specialisations. Our Family Office Investment Accounts and Cashel Super gain you access to over 150 Managed Funds, curated based on their potential for growth, stability or security. For instance, funds invested in technology and regional growth areas like Asia pose high-growth opportunities, whereas term deposits and loans are more conservative, and hedge funds may provide stability regardless of movement in the broader market. Learn more. |
| Opportunistic Investments (IPOs and Capital Raisings) | Opportunistic investments are often high risk, high payoff, ranging from undiscovered investments and IPOs, to distressed sellers. Global investment markets and news (fake or real) present numerous openings to invest in opportunistic investments, and though we don’t recommend investing solely in these high-risk investments, we can help you leverage these opportunities with a measured approach. |
| Fixed Interest, Bonds and Term Deposits | Fixed Interest, Bonds and Term Deposits are useful for protecting your wealth and diversifying away from equity and real estate markets when they become inflated. Gain access to over 40 different bank guaranteed deposit providers and a global list of bonds and fixed interest instruments. Learn more. |
| Debt Products | We assist in sourcing, structuring and negotiating debt products from 45 Australian regulated lenders, and over a 100 international banks, private and institutional fixed income investors to suit your individual needs. We also help navigate the risks associated with lending including servicing interest and debt repayments, ensuring your transactions are simple and secure. Learn more. |
| Insurance Products | Protecting yourself and your family against Death, Disability, Loss of Income and Loss of Property is an important consideration when planning your future. We provide access to a broad range of insurance companies and brokers, and assist in negotiating an outcome that is best suited for you and your family. Learn more. |
| Estate Plans | We assist in the briefing of the commercial and financial aspects of your estate plan, taking care with areas that legal or tax advisors can overlook. NB: We do not complete your legal will, we work with you to manage this process with legal advisors. Learn more. |
Managed Funds
Learn about Managed Funds by downloading this PDF.
Australian and International Shares
Find out more about Australian and International Shares by downloading this PDF.
Separately Managed Accounts
Find out more about Separately Managed Accounts by downloading this PDF.
Fixed Interest, Bonds and Term Deposits
Find out more about Fixed Interest, Bonds and Term Deposits by downloading our PDF.
Debt Products
Find out more about Debt Arrangement Services by downloading this PDF.
Insurance Products
Find out more about Risk and Insurance by downloading our PDF.
Estate Plans
Find out more about Australian and International Shares by downloading our PDF.