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Existing clients can access on-line portfolio reports by clicking the link for the platform supporting your investment portfolio. You will then be directed to a secure login screen where you can enter your username and security password.

Should you experience any difficulties please contact one of our team members immediately on (07) 4783 1767.

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What our Clients Say

John will go out of his way to arrange meetings at a convenient time. He is very good at explaining things in simple terms and is very patient. He cares a great deal about his clients He is very proactive at managing our investments and always try to utilise sound risk management strategies

Peter, Mackay

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