Our Private Office strives to provide superior long-term returns via our unique, focused and common-sense investment approach. We are also committed to keeping you well-informed and being available to you at all times. Investments start from $1 million and entry is by invitation or referral only.
Investors can access any of our funds via the Private Office personal service.
A concentrated, all-cap wholesale Australian equities fund seeking to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount.
Find Out MoreIn this video Roger Montgomery provides his key observations on The Montgomery [Private] Fund's investment approach, strategy to minimise risk and the qualities we look for in companies we invest in.
Your opportunity to invest in the Aura High Yield SME Fund. A track record of attractive and reliable monthly income from a large diversified portfolio of small to medium enterprise loans
Find Out MoreIn this video Brett Craig explains the emergence of SME debt capital as an emerging asset class for investors seeking income and returns that have little to no correlation with public markets. Whilst SMEs in Australia continue to make a significant contribution to the economy, they have not been well supported by the banking sector.
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