Sequoia Wealth Management Services

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.

Shares Australian and International

Sequoia Wealth Management can assist you with all your dealings in Australian and International Shares.

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Options (Exchange Trade)

Exchange trade options can be a valuable tool for investors to complement their existing share portfolio.

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Corporate Actions

Sequoia Wealth Management clients can gain access to IPO’s, Capital raisings and company placements.

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Margin Lending

If you would like to use margin to invest in the equity market Sequoia Wealth Management can assist.

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Sequoia Wealth Management provides research for the benefit of our clients.

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Portfolio Reporting

Sequoia Wealth Managements clients have access to a range of reporting options for their investments.

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Sequoia Wealth Management

Share strategies, options, capital raisings, IPO’s and other financial services

Sequoia Wealth Management offers general advice and personal advice on financial services products. These products include Australian equities, International Shares, options, corporate finance, managed portfolios, margin lending, fixed income, structured products and Contracts For Difference (CFD’s).

Sequoia Wealth Management offers research and the latest technology and systems for reporting. Our quality staff members provide exceptional service and advice that adds value to our client’s experience.

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To find out about Sequoia Wealth Management’s products, please click here. However if you are a current Sequoia Wealth Management customer or you need to discuss your options, give our team a call on (02) 8114 2288 and we will be happy to help.

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