Structured Investments
The Power of Alternatives
Learn the secrets of smart investing that major investment firms such Macquarie, BlackRock, Citi, USB and Morgan Stanley keep to themselves.
“Adding a 20% allocation of alternatives to a traditional 60/40 portfolio increased the annualized returns by up to 10% over a 10-year period while simultaneously reducing portfolio volatility by 10%”
BlackRock
Global Asset Manager
“During market downturns, portfolios with alternatives experienced 30% smaller losses compared to a pure 60/40 portfolio, according to a study by Morningstar. This is because alternatives, like real estate and commodities, often move differently from stocks and bonds, offering better protection during bad markets.”es to a traditional 60/40 portfolio increased the annualized returns by up to 10% over a 10-year period while simultaneously reducing portfolio volatility by 10%”
Morningstar
Investment Research
Why choose structured investments?
Customised strategies
Potential for enhanced returns
Risk management
Diverse Exposure
Flexible Investment Options
What you get access to?
Fixed coupon notes
With fixed coupon notes, you gain access to investments offered at a discounted entry price, which enhances potential returns. These notes provide a steady yield starting from 2.5% and include volatility protection features to shield your investment from market fluctuations, ensuring a more stable return.
Discount-entry notes
Discount-entry notes allow you to invest at a lower initial cost, which can improve your investment's overall potential. They offer competitive yields while you wait and come with built-in safeguards against market volatility, helping to protect your investment from unexpected market swings
Smart-entry notes
Smart-entry notes offer the advantage of strategic entry points with efficient investment strategies that optimise returns. These notes are designed to enhance growth opportunities and capture value through smart investment decisions, providing a sophisticated approach to portfolio management.
Enhanced growth notes
Enhanced growth notes focus on capturing superior performance and value. They are designed to maximise your investment's growth potential through advanced strategies that target higher returns, making them an attractive option for those looking to enhance their investment portfolio.
Our latest Structured Investments
Structured Investments C2 Gateway Series
The C2 Gateway Series is a structured financial product designed to provide both tax optimization and leveraged market exposure, making it a strategic tool for wholesale, professional, and sophisticated investors aiming to enhance capital deployment while managing tax liabilities.
latest Updates
High Conviction – ADD to GQG Partners GQG:ASX
High Conviction – Growth at a reasonable Yield
ADD to GQG Partners GQG:ASX
Closing Bell 17th July: ASX Rebounds as Unemployment Rises, Boosting Rate Cut Expectations
The Australian sharemarket is poised to recover from Wednesday’s sharp decline, following a surprise uptick in the national unemployment rate to 4.3% in June. The softer labour data has strengthened expectations of a 25 basis point rate cut at the Reserve Bank’s next meeting on August 12, with market pricing lifting the probability to 94%.
Pre-Market Pulse 17th July – Stocks grind higher as Trump distracts media with Fed Chair issue
Equities moved higher overnight after President Donald Trump denied reports that he was close to firing Federal Reserve Chairman Jerome Powell.
Closing Bell 16th July: ASX Set for Sharpest Fall Since May as Miners Weigh on Sentiment
The Australian sharemarket is on track for its worst one-day drop since May, as risk appetite deteriorates on the back of hotter-than-expected US inflation data and renewed tariff concerns. At 2pm AEST, the S&P/ASX 200 was down 0.8% at 8564.10. If sustained, it would mark the steepest decline since May 5.
Pre-Market Pulse 16th July – Stocks lower as Banks beat analyst expectations, disappoint investors
Stocks closed lower overnight, as a Nvidia-led surge in tech wasn’t enough to offset a slump in financials as the banks delivered mixed quarterly earnings.
Closing Bell 15th July: ASX on Track for Record Close Amid Tariff Optimism; Tech and Healthcare Lead Gains
The ASX advanced on Tuesday, buoyed by easing tariff concerns and stronger-than-expected Chinese economic data. The S&P/ASX 200 Index climbed 43.2 points, or 0.5%, to 8613.6 by 2:02pm AEST, surpassing its previous record of 8603 set on July 4. Gains were broad-based, with nine of 11 sectors in positive territory, led by technology and healthcare.
Our approach
With a proven track record in stock advisory, we specialize in analyzing market and investment preferences to craft structured investment recommendations that meet specific growth in portfolio.
Our experienced team conducts rigorous evaluations of structured investment products from leading issuers. We select those that offer the optimal balance of risk and return for your investment strategy.
For investors seeking market solutions, we collaborate closely with experts to design structured investments that meet financial targets and market views.
We continuously monitor the performance of your structured investments and provide regular updates. Our proactive approach ensures your investments remain aligned with your financial goals.
Our dedicated advisors offer clear, transparent advice throughout the investment process. We provide the insights and support you need to make informed decisions and maximise the benefits of your structured investments.