Finance & Investment

We have partnered with a unique financial planning and funds management firm,
Strategic Capital Management Limited (SCM), that offers you the opportunity to access wholesale fund managers that are usually the domain of professional investors only, together with high quality financial advice.

We deliver a complete investment and financial advisory service that is committed to helping you to meet your financial objectives by understanding your risk/return objectives.

We will work closely with you every step of the way, providing:

Face to face meetings with financial advisers

Detailed review of your financial position

Analysis of your financial position

Written report on our recommended investment strategy

Implementation methods of agreed strategy or investments

Ongoing financial review process

We will add value to your investment strategy with:

Funds management experience

Professional & experienced advice

Unique wholesale investments

Portfolio approach to achieving investment returns

Consideration of your own financial objectives

Good returns have been achieved over time by applying the following investment principals;

A portfolio construction process

Investment risk management

Appropriate portfolio diversification

Detailed fund manager research

Critical fund manager selection objectives

Contact:
Robert Glascott
Indemnity Corporation Financial Services Pty Limited
rglascott@indemnitycorp.com.au