[PLACEHOLDER] Service descriptions on this page are drafted from the revision brief and existing site copy. Jason and compliance to confirm each description against the services actually offered and the AFSL authorisations before launch.
Equities
Australian and international listed equities, held directly in your own name.
Read more →Fixed Income
Income focused credit funds lending against real security.
Read more →Capital Markets
Debt and equity capital solutions for Australian businesses.
Read more →Family Offices
One relationship across investments, lending and reporting.
Read more →Private Lending
Secured lending for property, development and business assets.
Read more →Research
In house credit and equity research behind every decision.
Read more →Through the Individual Managed Account we build and manage portfolios of Australian and international listed equities. Every asset is registered in your own name rather than pooled, and the portfolio is managed to a risk and return profile you set with us at the outset.
Portfolios are rebalanced monthly and reported transparently, and our fee is charged only on performance above the benchmark; there is no management fee.
Our income funds lend to Australian businesses against real property and business assets, and pass the income through to investors on a schedule they can plan around. The Tycoon Real Income Fund is a registered retail fund paying monthly distributions; the Tycoon Core Income Fund is a wholesale first-mortgage fund.
Every loan is secured, every loan goes through our credit committee, and every product is structured so investors can see the security behind it.
We work with Australian businesses on debt and equity capital solutions, structuring facilities around the security, the term and the exit rather than a product menu. That spans senior and subordinated debt, development funding and capital raised alongside our investor base.
Because we sit on both sides of the transaction, we can move from an initial conversation to a credit decision quickly.
For families and the entities around them (companies, trusts and self managed super funds), we act as a single point of contact across investment management, income funds and private lending, with consolidated reporting across the relationship.
Mandates are bespoke. Some families use us for an individually managed portfolio, some for income, and some for the lending side of a transaction their own structure is undertaking.
We lend to companies, for business or investment purposes, secured by first and subsequent mortgages, development and construction facilities, PPSR-registered assets and contracted cash flows. Pricing is set against the security, the term and the exit, and confirmed in writing before you incur any cost.
Every credit decision is made in house by our credit committee.
Our credit and equity research is done in house. On the credit side that means independent valuations, borrower due diligence and feasibility analysis on every loan; on the equities side, company-level research that drives portfolio construction in the Individual Managed Account.
We publish a selection of that work (fund reports and market commentary) through our insights.