Stock Broking

  • Provision of personalised client service advice on the acquisition and sale of shares. Your own personal primary contact responsible for the ongoing management of your portfolio.
  • Periodic "Market Updates" on shares within your portfolio.
  • Participation, where available, in any float or placement underwritten or sponsored by Patersons Securities Limited (“Patersons”)
  • Reserved seating at any seminars run by Hendersons, including private briefings by company executives and Patersons analyst.
  • Regular newsletters keeping you informed of current market issues.

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Latest Financial Planning News

  • End of year financial strategies

      With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.  

  • Budget 2021: Retirement Outcomes

      The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.  

  • Videos to help understand financial planning topics.

      Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.  

  • SMSFs still on top for member satisfaction

      SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.