Ayr 07 4783 1767  |  Tsv 07 4779 2079

Client login

Existing clients can access on-line portfolio reports by clicking the link for the platform supporting your investment portfolio. You will then be directed to a secure login screen where you can enter your username and security password.

Should you experience any difficulties please contact one of our team members immediately on (07) 4783 1767.

 

 

 

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What our Clients Say

Very positive return, and regular contact discussing methodology for stock/fund selection and reviewing portfolios. John has the trust of my accountant with whom I have a 25 + year relationship who described him to me as "honest to a fault and incredibly hardworking". He keeps in touch and is proactive rather than reactive in his approach to managing my portfolio. He appears to surround himself with very motivated and similar thinking colleagues. He is punctual and professional in meetings. ...

Irene, Townsville
GRASSO FINANCIAL SERVICES

Individual Strategic Advice