Investment Planning

Praescius Financial Consultants can provide you with portfolio planning advice in the following areas:

  • Australian Listed Equities
  • Listed Interest bearing securities
  • Property Trusts
  • Corporate and Government Bonds
  • Annuities and Endowments
  • Managed Funds
  • Alternative Asset Classes such as commodities, precious metals
  • Private Equity Vehicles
  • Structuring a Debt Funded Instalment for Self Managed Superannuation Funds
  • Risk management strategies using Derivatives

We also provide Managed Discretionary Account (MDA) services to clients where a client identifies such a service is appropriate to their needs. MDA clients can find our here: MDA Disclosure.