Buy and sell shares
Sequoia Wealth Management offers a full-service stockbroking service. Our advisers offer
clients meaningful and current investment advice, tailored to an investment style.
We can provide you with:
Tailored share portfolios
Advice on individual share selection and portfolio construction tailored to meet your specific investment objective.
Access to local and international markets
Access to all securities listed on the Australian Securities Exchange and ChiX; Through our affiliate partners, SWM offers international equities access to a number of select exchanges.
New investment opportunities
Whether a direct investor or Trustee of a self-managed superannuation fund, Sequoia can assist you in accessing a wide range of new investment opportunities.
Portfolio management
Advice on individual share selection and portfolio construction tailored to meet your specific investment objective.
Online account access
Access to all securities listed on the Australian Securities Exchange and ChiX; Through our affiliate partners, SWM offers international equities access to a number of select exchanges.
Migrating your portfolio
Portfolio migration is easy at SWM.
Make an appointment to see one of our advisers, bring a copy of your current portfolio (if Chess Sponsored) or a copy of your holding statements (if Issuer Sponsored) and we will do the rest.
Migrating your portfolio will enable your adviser to more easily assist you in future administration and buying and selling of shares.
Contact us
Our client-focused advice is based on thorough research,
comprehensive company knowledge and many years’ experience in the
Australian share market.
Call (02) 8114 2288 for an obligation-free
discussion with one of our qualified advisers.
Overseas
