Our approach is simple. We collaborate with Mortgage Brokers, Stock Brokers, Financial Advisers, and Accountants to create a service that aligns with your specific requirements.

Limited Recourse Leverage

There are so many different transaction and savings accounts in the marketplace. All have different fee structures, interest rates and service levels.

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Capital Protection

Managing the downside risk on a specific underlying asset or portfolio in the context of a fully funded investment.

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Access to non-traditional asset classes

Such as commodities, clean energy, new emerging technology, dispersion, inflation linked equities etc.

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Providing exposure to a wide range of asset classes within a single investment or access to a new asset class or investment theme which investors are not expected to currently have within their existing portfolio. This can be delivered in either a fully funded or leveraged format.

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Yield enhancement

Structured investments are investments that are customised to meet specific investment objectives. They typically have the aim of either enabling access to unique investment thematics or underlying assets or improving the risk/reward ratio compared to traditional investments, or both.

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Become an authorised representative

Sequoia Specialist Investments is a safe and trusted referral partner, respectful of the primary relationship that exists between you and your client. We value the opportunity to partner with you and your accounting business to support your client in achieving their investment goals. When we enter into a referral services relationship with you, it is our expectation that we develop a strong and valuable referral partnership, which will benefit your client.

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Refer your client

You can refer your clients to Sequoia simply and quickly online. Alternatively, you can call the office on +612 8114 2203 and speak with our dedicated team of finance consultants.

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