Client Testimonials

The staff I have had contact with are courteous and helpful in every way and are a pleasure to have dealings with.


We have found HR3pay to be reliable and robust with an intuitive, user friendly interface making it the perfect tool for a dynamic company such as ours. We have found Cutcher & Neale service and ongoing support to be highly professional throughout our relationship, mirroring our own high standards.

 

We have a productive, personalised & professional relationship with our contacts at Cutcher & Neale. They go above & beyond to provide service that is excellent (timely, accessible & open). Thank you so much.


Been a client since the 1960's and always been very happy in all Cutcher & Neale have done.


My wife & I have been clients for more than 30 years, a fort which reflects our level of satisfaction & trust. Our son also became a client on my recommendation.

 

Investment Services


Our specialist division of highly qualified and experienced advisers ensure your financial goals are met through the development of comprehensive and effective strategies.

This is achieved through:

  •  Establishing your goals and objectives
  • Providing recommendations and strategies to achieve these goals
  • Attend to the ongoing Portfolio Management

Our advice ensures your financial security is protected by addressing and ensuring the appropriate Estate Planning and Risk Insurance matters are also attended to by specialists in these fields.

 

Our strategies will address the appropriateness of the following investment options to your financial success;

  • Superannuation
  • Negative Gearing
  • Margin Lending
  • Financial Planning
  • Capital Protected Investing
  • Equities
  • Bank Bills
  • Listed Property Trusts

 

Our approach is far more transparent given the construction of portfolios is achieved by direct asset acquisition as opposed to interposing Fund Managers.

 

Clients know exactly how and why their money is invested.

 

The complexity and changing nature of investment markets requires state of the art technology to ensure effective management of not only the day to day tasks, but also of the more complex matters including tax details, corporate actions, takeovers and Capital Gains Tax records.

 

Our advisers are proactive in portfolio management and ensure you receive priority to offers not generally made available to the retail investor. Our aim is to maximise your returns within your risk parameters.

 

At Cutcher & Neale we design and manage portfolios with your individual requirements and objectives in mind. You maintain control and access to your portfolio online at all times but have the comfort and peace of mind knowing the time consuming and burden of day to day management and complex decision making process is taken care of.