At Leyland Private Asset Management, we are proud to have built up a number of valued and loyal clients, and we are always happy to take on more. We provide holistic, bespoke, and confidential advisory services to a wide range of investors and categories, including:
- Self Directed Investors: For investors who have spent a lifetime building an investment portfolio and are now ready to engage a professional for the next stage. This may be because of age considerations, administrative burden or because the investor would like to spend more time with other pursuits.
- Self-Managed Superannuation Funds: We will assist with nominating the most suitable investment option to fit individual circumstances and maximise financial return. We can work with existing providers or introduce new providers to assist with specific legal, taxation, and auditing requirements.
- Family Offices: With our strong expertise in value investing, handing the reins over to us to deal with administrative functions has never been easier. We strive to maximise investment returns, and for the provision of timely, transparent reporting. This ensures that this time-consuming work is effectively outsourced.
- Business owners: We assist business owners by managing and monitoring their investment portfolios in accordance with best practice and a proactive focus, and by providing detailed reports. Leyland also has a broad, collaborative approach, and we will engage with other professional advisors, such as accountants, where necessary. This leaves more time for owners to focus on their core business.
- Professionals: We look after many professional accounts from a wide variety of industries, and we are familiar with their different requirements at different career stages. For example:
- Professionals that are early in their career trajectory have not reached maximum earning potential and may be paying off student debts.
- During their mid-career, their earnings will have increased significantly but they are likely to be paying off a mortgage and school fees.
- By late career, earnings and savings are usually significant, and all or most debt is usually cleared. This is the time when investment decisions are paramount.
- Windfalls: In the case of a large lump sum of money – often received through an inheritance or divorce settlement – people often require advice to make the best investment decisions for their situation and to maximise returns on investment. XXX
- International Investors: Our expert portfolio managers can assist with all the requirements of international investments, both for clients in Australia and those living overseas. XXX
Please contact us if you require further information or have any questions that are not answered here.
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As a valued client you will also be eligible to receive our informative monthly newsletter, Leyland Lines, which provides insights into the investment market and profiles different companies and organisations. As experts in the field, we keep ahead of all the news in the investment world and pass on relevant and interesting news. Please visit our blog for more information on the newsletter.
Our contact page on this website will provide our contact information and how to subscribe to the Leyland Lines Newsletter. Thank you for considering the services of Leyland Private Asset Management – we look forward to welcoming you as a new client!