Catapult Approach

We will listen to you – your goals, dreams, objectives and needs form the basis of everything we do. Only then we understand your objectives will we propose a course of action.

Quality research and a tailored approach form the basis of our customised recommendations and we will work together with your other key advisers to ensure the best possible outcomes for you. Knowing that you understand each element of your portfolio and strategy is very important to us too.

We will not recommend an investment or product unless we believe it is in your best interests.

We believe a direct investment approach will be the favoured method of investing for the majority of our clients.

The advantages of direct investment include

  • Direct ownership of assets, you know exactly what you own
  • You receive income (i.e. dividends and distributions) directly
  • Lower cost of transactions
  • No hidden management fees
  • Ease of transaction and prompt settlement
  • Any tax advantages flow directly to you
  • Complete transparency, nothing is hidden
  • You make your own decisions


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Life After Work

When you give up work many things change. The opportunity to reduce tax is greater, but usually some re-structuring of your portfolio is required.

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Wealth Protection

Ensuring your asset ownership structure is optimal and that you have suitable insurance in place is central to effective asset protection.

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