Your first step in opening an account is to book an initial consultation. The consultation can be by telephone or Skype if you are interstate or overseas. At this consultation, you will have ample opportunity to ask questions about our portfolio service, our investment principles, and any other questions you may have. You will need to advise us of your financial requirements, goals and any personal matters to be taken into account. We will then send a simple agreement for you to complete, instructing us to manage your stock portfolio.

Following the return of this agreement, we make specific stock recommendations for your portfolio.

The day-to-day management of your stock portfolio will then become our responsibility.