Additional services

Our Julliard team not only helps with personal wealth management and growth, we also assist with matters that are not specific to individual portfolios. You may like our assistance on things like:

CLICK HEADINGS BELOW

Corporate super &
employee benefits

The establishment of default employee super and group life insurance plans. This incorporates ongoing plan performance review and advice to employees on their individual super investment choice and general financial education.

Transaction only services

Typically this service is useful for the purchase or sale of shares, transfer of investments, account set up or administrative simplification. It is for those circumstances where you need a particular action or outcome and our access or expertise is sought to implement it.

Investment consulting

Review of investment policy and strategy for foundations, super funds and private investment companies. The analysis may be to highlight areas of improvement, provide a second opinion on an existing investment policy or charter, or give specific recommendations on an underlying investment strategy.

Research services

Critical analysis to determine the financial viability or value of a potential decision, and any associated risks or alternative options.

Induction of expatriate staff

Meeting with executives or employees in a one-to-one or group setting, in order to familiarise them with the financial and investment considerations they may face during their time in Australia or overseas.

Seminars

Seminars for groups of employees or clients of professionals such as accountants or solicitors. We tailor topics to suit your requirements and the group’s level of industry knowledge. Our seminars are practical with key take-aways that can be easily used to improve the financial situation of attendees.