Private Wealth

Cape Leveque offers full service stockbroking and advisory services. Our team of private client advisers offer a pre-eminent standard of professional service and advice.

Client advisers and research analysts work as a team, assessing investment opportunities for our clients on a daily basis.

Our Services

Our client advisers can assist in understanding a wide range of sectors, stocks and investment strategies. They can guide you in building a portfolio which is appropriate for your investment objectives, financial situation or particular needs.

All advisers have access to extensive research and can facilitate services such as portfolio administration, CGT reporting, cash management accounting and margin lending.

  • Advice

    Provide advice on Australian listed shares.

  • Derivatives

    Accredited derivative advisers can advise on warrants.

  • Research

    Access to research on most of the ASX 200 listed companies, as well as coverage on mid-cap small and emerging companies.

  • Cash Management

    Assistance to establish a cash management account with a leading financial institution, paying competitive rates of interest.

  • Superannuation

    Provide advice on self-managed superannuation funds.

  • International Equities

    Facilitate trading in most overseas markets.

Portfolio Management

Managing an investment portfolio is a time consuming task and successful investment management requires constant attention and accurate up-to-date information in order to make informed decisions.

Our Portfolio Management Service provides a range of administration, tax and investment reporting functions which are designed to ease the workload and enhance overall performance.

  • Regular portfolio reviews and reporting
  • Ongoing monitoring of your portfolio
  • Proactive investment advice
  • Ability to consider the tax position of each investment decision
  • Corporate actions advice
  • Implementing all investment transactions (e.g. dealing with new issues, takeovers, redemptions etc.)
  • Collection of correspondence and recording of all investment income and expenses
  • Maintaining capital gains tax records
Portfolio Management Photo

Capital Gains Tax (CGT)

Our CGT reporting service tracks all trades to enable reporting of realised and unrealised tax positions for each investment.

Reports are provided on a ongoing regular basis to assist clients with tax planning and taxation reporting obligations.

For more information about any of our Private Wealth services, please contact us here.