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Investment Broking.

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Gain investment insights.

Our Investment Broking service is designed for investors who want to make their own investment decisions, with access to execution support, market information and investment research.

You decide what to buy and sell. We execute the trades and settle the transactions in accordance with your instructions.

This is an execution service. You select your investments and manage your own portfolio. Our Financial Advisers can provide information and research on investments and the markets, however we do not provide advice on whether the investments are appropriate for your personal situation.

Market information and research.

Staying informed matters when you are making your own investment decisions.

We provide access to market commentary, investment research and company insights to help you better understand market conditions, opportunities and risks.

Our analysis includes both fundamental and technical methodologies, supporting you with timely information as you consider your investment decisions.

Access to local and global markets.

Through our Investment Broking service, you can access a range of investment opportunities across local and global markets.

This may include shares, bonds, listed investments and other market opportunities available through our broking service.

Company and market insights.

Our team can provide commentary and research on key equity and bond issuers, helping you stay across relevant developments and understand the information available before placing a trade.

We can also provide market forecasts and updates, giving you a clearer view of what is happening across investment markets.

Who this may suit.

Investment Broking may suit you if you:

  • Prefer to make your own investment decisions
  • Want to buy and sell shares, bonds or other listed investments
  • Are comfortable managing your own portfolio
  • Want access to market information and research
  • Need support executing and settling trades
  • Value local support when dealing with your investments

Important to know.

Under our Investment Broking service, you remain responsible for deciding whether to buy, sell or hold an investment.

Our Financial Advisers can provide information and research on investments and markets, but we do not provide personalised advice on whether an investment is appropriate for your circumstances, goals or risk profile.

If you would like personalised advice, risk profiling, a tailored investment plan and ongoing monitoring, our Personalised Portfolio Management service may be more suitable.

Ready to invest with support?

If you manage your own investments and want access to execution support, market information and research, we would love to hear from you.

Apply now

Want to talk before you apply?

Book a free conversation with an adviser.

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