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Services

Personal Financial Planning

Our personal financial planners can tailor a financial strategy to suit your individual needs and help manage your assets and plan a comfortable retirement.

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Life Insurance

Our team of dedicated Risk Advisors can develop a personalised strategy with you to assist managing identified risks and with all your life insurance needs.

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Self-Managed Super Funds (SMSF)

SMSF’S are there to fund your retirement and ensure you have greater control of your assets. They can have up to four members, two of whom are trustees.

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Portfolio Management

Our research team constantly monitor the performance of your financial portfolio and recommend the purchase or sale of a particular security.

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Deposit Broking

If shares aren’t something you’re interested in then perhaps you may like to take advantage of our banking contacts who can help you find the best term deposit rate.

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Share Trading

Investing in shares can assist you in diversifying your assets and can, in some cases, offer taxation benefits. We recommend the development of a financial plan that will suit your needs.

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Business Consulting and Planning

A well thought out business plan is a way of ensuring you achieve your business and personal goals, being able to work on the business rather than in it.

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Bookkeeping and Administration Services

Our bookkeepers can help you get on top of your cash flow, raise capital or execute a succession plan. We help you so that you can focus on your business whilst at same time reducing your accounting fees.

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AnalyTICa Property Plus Fund

AnalyTICa Property Plus Fund has been set up to offer the opportunity to invest in a range of assets in a portfolio designed to reduce asset price volatility while continuing to generate attractive income returns.

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CDIF Solar

CDIF Solar is a new local provider of solar power generation with a retail exemption from the Australian Energy Regulator. By choosing us to compliment your main supply you can significantly lower your business expenses.

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Investment Properties

Considering investing in property? The Investment Collective can help by providing a comprehensive analysis service to help determine if property investment is suitable for your circumstances.

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Merchant Opportunities Fund

CIP Licensing Limited is the Responsible Entity for Merchant Opportunities Fund (ARSN – 111 456 387). Merchant Funds Management Pty Ltd is the Investment Manager of the Fund.

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Merchant Biotech Fund

CIP Licensing Limited is the Responsible Entity for Merchant Biotech Fund (ARSN – 654 495 468). Merchant Funds Management Pty Ltd is the Investment Manager of the Fund.

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2020