Investment Services

Sinclair Wilson Investment Services offers its clients professional service and peace of mind

Sinclair Wilson Investment Services operates separately from larger financial institutions, which allows the firm to offer a wide range of financial investments without the restrictions imposed by other larger dealer groups. Established in 1986, Sinclair Wilson Investment Services holds an Australian Financial Services Licence and is registered with the Australian Securities and Investment Commission (ASIC).

The services we offer include:

Investment and wealth creation

Sinclair Wilson Investment Services’ team of financial planning professionals have more than 60 years combined experience in investment and wealth creation. This, combined with access to an extensive range of  investment choices that include shares listed on the Australian Stock Exchange, property and products available via managed investments, allows Sinclair Wilson Investment Services to offer its clients investment opportunities of the highest quality.

Share Broking Service

Sinclair Wilson Investment Services provides  share trading services in conjunction with Citigroup Wealth Advisors, Austock Securities and Lonsec Securities.  Our share brokerage services Include:

  • Access to sharemarket specialist advisers
  • Providing comprehensive, up to date research from leading analysts
  • Buying and selling shares on your behalf
  • Provision of recommendations for share portfolios
  • Comprehensive portfolio reviews
  • Private client services including review and portfolio administration.

Retirement Planning

Sinclair Wilson Investment Services specialise in the professional analysis of your retirement goals and lifestyle objectives.

In retirement, it is important to protect your accumulated wealth. This requires strategic planning to make sure changing legislative developments regarding taxation, superannuation and qualifying factors for Centrelink are all considered.

Sinclair Wilson Investment Services is a principal member of the Financial Planning Association of Australia Ltd. This is your reassurance that our experienced advisers comply with the industry regulations and professional standards, and are constantly trained to meet requirements as laid down by legislation.

Self-Managed Superannuation

The area of self-managed superannuation has its own large team of professionals dedicated to achieving the best outcomes for both trustees and members of privately operated superannuation funds.

Our experience with private self-managed superannuation funds dates back to 1978. In this time we’ve dealt with funds ranging in size offering a choice of wealth creation and funding of retirement income streams. 

Visit our Superannuation section for more information.

Centrelink

Don’t lose sleep over Centrelink, Sinclair Wilson Investment Services’ Centrelink service package takes all the stress and worry out of dealing with Centrelink and other Government departments.

We can:

  • act on your behalf
  • overview your investments
  • fill out the many forms you receive during the year
  • liaise with Centrelink and other departments on your behalf.

Meet the Investment Services team

     

Click here to Contact Us to arrange an appointment.