Our Services

  • Corporate Authorised Representative (CAR) solutions

    • Comprehensive Corporate Authorised Representative (CAR) solution that allows financial services businesses to operate under our Australian Financial Services License (AFSL).

    • Our CAR arrangement gives you the freedom to focus on your clients while we handle the regulatory and compliance infrastructure.

    Trustee Services

    • Our professional trustee services for investment funds, ensuring proper governance, compliance, and administration.

    • Our experienced team acts as the independent trustee for your fund, handling the regulatory requirements while you focus on investment strategy and client relationships.

    Fund Establishment

    • We provide end-to-end fund establishment services for investment managers looking to create funds for wholesale, sophisticated, or professional investors.

    • Our experienced team handles all aspects of fund setup, from legal documentation to operational infrastructure.

  • Fund Establishment

    We provide funds management and investment services to managed funds and investment companies, these include but are not limited to:

    • investment management

    • fund establishment

    • funds management

    • due diligence & investigative services

    • portfolio management

    • compliance

  • Capital raising through:

    Debt

    • banks and other non-bank lenders

    • convertible note arrangements

    • bond and warrant issues
      rights issuespital raising through:

    Private equity

    • individuals

    • venture capital

    • private equity funds

    Public funds

    • Initial Public Offering on a Securities Exchange

  • Mergers & Acquisitions

    • We expertly manage mergers, acquisitions, and divestitures, guiding you through every step of the process to ensure transactions are strategically aligned and maximize value.

    Capital Structuring & Funding

    • Our specialists advise on optimal capital structures and funding sources, leveraging debt instruments, private equity, and public market financing tailored to your business objectives.

    Corporate Governance & Compliance

    • We establish and enhance robust governance frameworks and compliance protocols, promoting transparency, accountability, and regulatory adherence.

    Strategic Planning & Transformation

    • Collaborate with our advisors to develop strategic plans designed to transform your business, enhance performance, and achieve sustainable growth.