We are a professional, common sense investment adviser and manager of investment portfolios for clients. Portfolio investments include Australian and International shares listed on stockmarkets, private equity investments and cash and term deposits.
We know that the space in which we operate is crowded and competitive. Very little is unique. We aim to differentiate ourselves through our common sense approach, our commitment to integrity and by working harder than others to achieve investment excellence.
Individually Managed Portfolios
A portfolio of your own investments professionally managed for you by an experienced and dedicated portfolio manager.
Your portfolio is individually managed, enabling you to have direct ownership in your name (or, if you prefer, in the name of a custodian) of securities which are professionally managed for you by Infinitas. You will receive up to the minute reporting online, by email or in hard-copy and you will have the confidence of knowing that by paying a management fee to Infinitas, any placement fees on shares or any other stock exchange traded securities will be rebated to you.
Wholesale investors can allow Infinitas to provide discretionary management. All investors can retain control over investment decision-making.
Infinitas manages Individually Managed Portfolios of:
- Australian Shares;
- Australian Green Equities;
- Australian Corporate Bonds & Hybrid Securities;
- And a Women's Investment Portfolio
Investment Advisory Services
Our Investment Advisory Service lets you stay in control of investment decision-making. We can alert you to the investment opportunities that we find and you can make your own assessment about taking action (or not) for your own portfolio. We can arrange execution of transactions for you.
Alternatively you can mandate Infinitas to find particular types of investments for you – whether listed on the ASX or privately held.
We can alert you to:
- new IPO’s that we find attractive and to which we have access;
- stocks that we are adding to or deleting from our model portfolios of ASX-listed securities;
- or interesting and exciting private equity opportunities. The private equity opportunities may be sourced from our related company Infinitas Capital Pty Limited – rapidly establishing itself as a leading provider of services to SME’s looking to find investors - or from a range of other firms in our extended network.
Cash Service
Infinitas can provide assistance to investors who have upwards of $500,000 to invest in a portfolio of cash and term deposits with approved deposit-taking institutions. We will help you with strategies to meet your liquidity requirements whilst also seeking highly competitive returns after assessment of the outlook for interest rates in the short and medium term.