GILLONS offers you specialist stockbroking services including well-researched, independent and tailored stockbroking services. We are 100% independent of any large domestic or international institutions.

GILLONS advisers can provide you with the following:

• Identify and understand your key investment objectives – short and long term
• Create a recommended portfolio to meet your stated objectives
• Regularly monitor your portfolio in light of Market developments to ensure your investment strategy is maximising the opportunities to perform in the prevailing market place
• Execution, Application and access to IPOs and new issues

Services

Research & Analysis

Access to meaningful and timely company research and information is paramount to any investment decision. Gillon’s has access to many sources of research from numerous sources. This knowledge and understanding of the companies and market within which we operate and advise is our greatest strength. Our stock recommendations are not compromised by corporate advisory activity and we do not legitimise our selections based on institutional or other client activity in a stock. We review stocks as and when required and provide the same information to all of our clients.

In order to provide accurate and timely information, we provide a regular list of recommendation on views about publicly listed stocks.


Cash and Fixed Interest Investments

One of the best ways to diversify your investment portfolio is to invest a portion of your funds in cash of fixed interest. Your percentage holding in these types of investment will vary depending on the prevailing sharemarket conditions. These types of investments are considered to have a lower risk of capital loss.

There are many strategies that can be applied to achieve your desired rate of return and to suit your risk profile.

GILLONS is experienced in providing guidance with respect to the range of products available. These investments range from cash at call, short and medium term bank bills, short and long term debentures.

Our advisers will assist you in reviewing an appropriate investment of this kind.

Money Market

Gillons Money Market Team offers a convenient, secure method of lodging deposits for private and institutional clients on the short-term money market. These funds are held ‘at call’ and are designed to enable you to access funds for investments made through GILLONS. Your money market accounts are held with ANZ V2 Plus Trustees who pay highly competitive interest rates. Settlements of purchases and sales can be arranged quickly and easily from client deposits.

For more information on this service, including Disclaimers and Rebates please refer to our General Terms and Conditions.


Gillons private clients can also access:

• Daily comments
• Research watch list
• Portfolio reviews and valuations upon request
• Client newsletters