The Euroz Hartleys Securities Limited (“Euroz Hartleys”) Wealth Advisers seek to bring together multi asset class portfolios with detailed portfolio administration and strategic financial planning to deliver a comprehensive wealth solution for clients. The Euroz Hartleys Wealth Advisers can utilise a broad range of investment options which include but are not limited to:
- Domestically Listed Shares
- Internationally Listed Shares
- Listed Yield Focused Securities
- Managed Funds
- Exchange Traded Funds (ETFs)
- Direct & Listed Property Investments
- Private Equity
- Cash & Term Deposits
In order to be across such a wide spectrum of assets, our Wealth Advisers leverage off an in-house Investment Committee with over 150 years combined investment experience.