Diversify Away From The Equities Market


Diversify away from the equities market and consider interest-based securities and alternative fixed-income investing for capital protection. Our expertise can guide you to select the right fixed-interest products in line with your risk profile. Also, you can benefit from our range of alternative income products and private debt opportunities in the domestic and international markets.
We Build Investors Dreams

Fixed Income Investing, Bonds, Private Debt Investments And Alternative Fixed Income Products For Institutional, Wholesale And Retail Investors

Accessible support and flexible investment services made simple for our Private Wealth clients.


We utilise fixed interest securities and alternative fixed income products to provided diversity in our clients’ portfolios. Our fixed income strategies are structured to provide capital preservation and higher distributions to traditional bonds, term deposits, and other fixed interest securities. Our advisory and investment access to listed and unlisted securities such as: 

  • Corporate and bank, senior and subordinated bonds
  • Inflation-linked bonds
  • Structured notes
  • Initial Public Offerings (IPOs) in the listed fixed interest market and other securities. 

Our portfolios are designed for both income investors looking for above markets fixed income distributions and capital preservation, as well as growth investors looking for accelerated wealth creation investments and profitability. 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.

For consistent distribution of above-inflation income our fixed interest asset allocation is designed to deliver potential growth or income combined with capital preservation.
Term deposits (TD) provides a secure way for investors to protect their capital. A term deposit offers a unique way for money to be invested for a fixed term with a fixed rate of interest over a specified period. Interest return paid on TDs are usually higher than a regular transaction account and there is a range of options for fixed income investors. Term deposits can be considered for both defensive portfolios and growth portfolios to diversify away from the share market. However, they are often considered by conservative investors who have a very low tolerance to risk but are looking for some additional return while minimising fluctuations on capital and growth.
We are here to provide you with insights and guidance. Our simplified new way to asset management is to stay connected and supportive via our private wealth clients access portal to create positive client experiences in a manner that promotes transparency and accountability.

Extensive Range Of Fixed Interest Advisory Services & Products

We provided advisory and investment services on the best mortgage funds in Australia. Our debt investment specialist team can structure high-interest paying private debt deals for our wholesale clients. A mortgage fund can be pooled funds with common investors with an appetite for debt products. Mortgage funds pay higher interest above term deposits and other cash accounts and they can carry more risk.

As the name suggests, a mortgage fund receives Investors’ money and uses it to make loans secured by mortgages. You as an investor then receive the net interest payments on those mortgages, after the Investment Manager deducts fees and expenses in running and operating the Fund. These loans can be secured by mortgages over retail, commercial, construction and development, industrial or residential properties. It’s important to note a Mortgage Fund is not a debenture scheme.

For wholesale investors looking for higher single to double digits interest-paying debt funds, we advise and structure tailored deals that are suitable for debt financing. Our wealth of private lending experience allows our specialist team to quickly review and qualify deals for lending.

Discuss with your adviser and find out what may be suitable for you.

We provide advisory services on annuity products. We look for features that are designed to give our fixed income investing with the security of having an earning rate and income payments guaranteed in advance. For our retiree investors, such products can provide them with the stability and peace of mind they seek from a guaranteed fixed income product. Before you can consider such products, discuss your options with our advisers for an objective assessment and advice.

Our bespoke strategic investment services can be designed to support and meet the investment needs of first-time or experienced family investors, retirement planners, superannuation and SMSF investors, wholesale investors, financial advisers, business owners, medical professionals and corporate clients.

Our investment solutions include portfolio design and construction with exposure to the major asset classes including Australian & international equities, fixed interest securities, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed fund), private debt investments and portfolio management.

Why Invest In Corporate Bonds & Fixed Interest Securities

Fixed income investing securities such as bonds pay a defined income, generally at a higher rate than the interest paid on bank deposits. The issuer of the security promises to pay the face value of the bond to you in cash at maturity. Note there are some bonds, termed ‘perpetual’, that have no maturity date. Traditionally, bond prices are typically more stable than share prices. 


Bonds are commonly issued as unsecured and unsubordinated, meaning the debts are not secured against company assets but rather are guaranteed by the company. On a ranking of creditors, bondholders typically rank above shareholder and below any secured debt holders.

Floating rate 

A floating rate means you are exposed to changes in interest rates. With a floating rate, your payments are linked to a market interest rate. As the market benchmark rate changes, so too do the payments you receive. At regular intervals, usually at the start of each quarter, the payment rate is adjusted to reflect changes in the market benchmark rate. As interest rates rise, your income increases and as rates fall, your income decreases. Investors who think rates will rise might consider buying a bond paying a floating rate.

Frequency of payments 

Income is usually paid in arrears either quarterly or semi-annually (twice a year). In arrears means the investor receives payment at the end of the period over which the income is earned. Generally, the more often you receive income distribution the better. Receiving your income distribution earlier means you can reinvest it sooner to produce more income. 

At maturity

When the bond is held until maturity, the issuer will pay back the face value. When the issuer pays you the bond’s face value, this is called redemption. Note some bonds give the issuer the right to redeem the bond ahead of maturity.  

Change in interest rates 

If market interest rates have changed since the time the bond was issued, the bond’s price will probably have changed too.



Our Distribution team can be reached on +61 3 9132 0282  for brief confidential consultations.

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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.

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