Personal investment advice

Achieve your investment goals with personalised advice and a comprehensive range of services.

At the core of our business is our team of Private Client Advisers who works with our clients to understand their financial situation and investment objectives before they invest, and offer personalised investment advice on a range of direct investments including Australian shares, international shares, listed managed funds, warrants and futures (from accredited derivatives specialists) and interest rate products.

AS A CLIENT YOU BENEFIT FROM:

Icon

Expert advice

Personalised investment advice on a range of investments from an experienced adviser.

Icon

Research

Access to highly rated research on the top ASX listed stocks as well as coverage of an array of mid-cap, small and emerging companies.

Icon

Corporate offering

A wide range of corporate offerings such as IPOs, capital raisings and placements available through our corporate finance activities.

Icon

Range of investments

An extensive range of products and services such as international shares, lending, cash and portfolio administration.

Icon

Online access

The Bell Potter Client Access portal which features portfolio valuations, live equities and market quotes, research, comprehensive market information and customised watchlists.

I WOULD LIKE TO

Woman

Invest in shares

Buy and sell Australian and international shares with the help of a private client adviser to build and preserve my wealth.

Read more

Take control of your super

Formulate a tailored superannuation plan to help you achieve your retirement objectives.

Read more

Transfer currencies

Competitive rates for your personal or business foreign exchange requirements.

Read more

Two men talking

Invest for income

Build a well-diversified portfolio with a regular flow of income whilst protecting your portfolio from sharemarket volatility.

Read more

Get financial advice

Create a roadmap to achieve your financial goals, no matter where you are today.

Read more

Sign here

Offload your portfolio administration

Take the hard work out of administering your investments with our comprehensive wealth administration service.

Read more

Borrow to invest

Leverage specialised gearing to increase your participation in the sharemarket and accumulate wealth faster.

Read more

Manage my at-call funds

An all-in-one account designed to act as a core at-call hub account for all your investment activities.

Read more

Not sure where to begin?

Bell Potter private client advisers can help you with your specific investment needs and goals. Contact 1300 023 557 or request a callback.

REQUEST A CALLBACK