How to become a client

Please contact us if you would like further information

New Client Information

We offer clients three levels of financial advice. 

Read more about our advice levels here

New client form

New clients will need to complete our client form and supply the requisite supporting documentation. The forms can be found below:

1. New Client Form - Individual and Joint Investors
2. New Client Form - Trust
3. New Client Form – Company

Services Offered

Wealth Management Custody Service:

Our Wealth Management Service offers comprehensive, proactive financial advice and is our top-tier service. Assets are held in custody, providing a complete wealth package that combines financial advice and management into one cohesive service. More information can be found here

Self Managed Financial Advisory Services:

Advised clients - is designed for investors who want to manage their own portfolio while seeking input and advice from our financial advisors before making decisions.
Personalised Reporting- is for investors seeking personalised quarterly reports from our advisors with recommendations on how to improve their portfolio.

Transaction Only Service - No Financial Advice
This service is used for those who wish to buy and sell shares, under instruction only, without financial advice.

View our Disclosure Statements

To view our Disclosure Statements please click on the links below:

Chris Lee
Edward Lee
David Colman
Johnny Lee
Fraser Hunter