We work with financial advisors and individuals to help them navigate this new asset class and invest with confidence and compliance.
We aim to form ongoing and personalised relationships with our clients, and work together to bridge the gap between traditional finance and digital currencies as they become a crucial part of our financial futures and the global economy.
ADDING DIGITAL CURRENCIES TO YOUR SMSF
Talk to us about adding digital currencies to your SMSF. There are many caveats, such as the setup of your SMSF investment strategy must allow for investment in this asset class. Our platform allows for high volume orders which is well suited for this purpose, and we provide our clients with an order history report for your SMSF annual audit.
ADDING DIGITAL CURRENCIES TO YOUR FINANCIAL PLAN
Talk to us about how and why you or your clients may benefit from investing in digital currencies, and how it fits within a portfolio. We help you understand and assess the risks and opportunities, and provide all of the financial and regulatory reporting and documentation that you are familiar with such as Statements of Account and Invoices.