We pride ourselves on our innovative approach to the services we provide and the positive client relationships we foster.
Investment Management
Our team of independent specialists in global investment strategies and portfolio management work closely with each client to understand their unique situation and desired outcomes. We simplify the complexities of investment markets and create an investment strategy that is relevant for your circumstances.
Byron Capital operates robust and flexible Managed Discretionary Accounts (MDA’s) that enable us to make time sensitive, tactical investment decisions. We are not limited by a corporate product list or any other corporate interests.
Our financial advisers are supported by both a dedicated internal and external investment team. These teams work together to harness global investment solutions for our clients’ portfolios. We also have access to the strategic research and tactical views of seasoned and respected investment professionals, so you can rest assured your assets are in good hands.
Our investment committee comprises talented investment professionals who regularly monitor economic and market conditions. These professionals provide rationale, research and commentary for tactical asset allocation recommendations. We utilise these recommendations to shape our investment outlook and design investment portfolios. We respect the trust our clients have in us. Our number one objective is to help you achieve your financial goals. Clients first, that is our promise.
Strategic Advice
We partner with some of the most talented specialists in the industry to ensure that we remain ahead of global trends. Our MDA allows us to remain agile, proactively adjusting your portfolio to leverage opportunities in the market that we believe will protect and grow your assets. Our innovative, friendly, and client-focused team has the skills, expertise and tenacity to help you turn your financial goals into a reality.
We can help you
Develop a wealth creation strategy
Manage your private portfolio, including direct investments and asset allocation
Manage your superannuation, including providing tailored advice on self-managed superannuation funds
Manage social security implications, including advice on Centrelink and Aged Care
Assist you in managing your estate and succession plan
Create a personal insurance plan, including risk assessment and management
Personal Insurance
No two individuals are the same, and at Byron Capital, we work with this in mind.
We understand that clients wish to consider their options when it comes to personal insurance. Our clients are involved in the needs analysis calculations which ensures we have a comprehensive understanding of the cover you require. Our expert team want you to have peace of mind that you have chosen the right cover based on your unique circumstances.
After gaining a comprehensive understanding of your needs, we can help you anticipate the unexpected, and work on creating a plan to manage it.
We partner with some of Australia’s largest life insurance brands to ensure you and your family are cared for during difficult times. We support you through the entire process from start to finish, application to claim.
Our advisers will tailor a policy to meet your specific needs in the following areas:
Life insurance
Life insurance can help provide financial security for your family in the event of your death or terminal illness. It can assist in eliminating debt, funding education costs and providing income for your loved ones.
Total and permanent disability (TPD)
This cover provides a lump sum payment in the case of you becoming permanently disabled due to injury or illnesses, and therefore unable to work. TPD ensures that you have the financial security to access medical and rehabilitation treatments.
Income protection
Income protection offers you an alternative source of income if you are temporarily unable to work due to an illness or injury that has left you partially disabled or totally disabled. This provides you with the financial security to help keep your household running while you recover.
Trauma insurance
Provides you with financial security if you were to become critically ill or injured and required extensive medical treatment in order to recover. This ensures that you have the financial means to access medical and rehabilitation treatments, reduce your work hours and focus on your recovery.