Investing & Policy Advice

Fixed Income Investing   

Investors can select their desired securities from over 50 Authorised Deposit Taking Institutions (ADI‘s) here in Australia. These regulated ADI’s (which consist of banks, building societies and credit unions) issue senior debt securities right across the yield curve, ranging from 11am cash deposits to terms greater than 15 years.

The broad investment spectrum offered to fixed income investors (and the risks carried by investing in high yielding securities) has ensured the need to secure comprehensive investment advice.

Managing Cash Flows

Clients manage their daily cash flows by investing their excess liquidity in senior debt securities, such as Term Deposits. Each client simply picks their Term Deposit maturity date and Farquharson Securities instructs the issuing ADI to redeem both principal and accrued interest back into the client’s nominated bank account.

Direct Investing

Farquharson Securities offers our clients the simple solution to portfolio management, direct investing. Direct investing allows our clients to purchase their desired securities on demand. All securities are re-valued on request allowing our clients to make real time trading decisions.

Risk Management

Farquharson Securities offers independent valuations to new clients on their existing Portfolios. All assets can be independently valued and reviewed. Farquharson Securities can be commissioned to advise on investment policy, strategy and asset selection best suited to give your Portfolio the maximum investment performance in the current market environment.