How we help
What the advice covers
Alternative investments and investment lending can play a part in a wider plan, but they come with features that need careful thought. We look at what an option is designed to do, what it costs and what you give up to hold it.
- Unlisted and private investments. Property, private equity, private credit and infrastructure, including how each is valued and when you can exit.
- Managed funds across asset classes. How a fund’s strategy, fees and liquidity terms compare with what you already hold.
- Hedge funds and other complex strategies. What drives returns, how risk is managed and what you are paying for.
- Margin lending and investment loans. How borrowing affects your cash flow, your exposure to falling markets and your capacity to meet repayments.
- Wholesale eligibility. What qualifying as a wholesale investor changes, and the protections that no longer apply.
How it fits your wider plan
An alternative investment is rarely a decision on its own. We consider how much of your portfolio could sensibly be locked away, how lending sits alongside your mortgage and other debt, and whether your cash reserves and insurance still hold up if conditions change.
We do not arrange loans. Where lending is involved, we consider how the options fit and work with your broker. Where a structure raises tax or legal questions, we involve your accountant or lawyer.
Who it suits
- Professionals and executives with established portfolios who are being offered private or unlisted opportunities
- Business owners weighing whether to borrow to invest outside the business
- Families and retirees who want a clear view of the access and risk trade-offs before committing