Income for investors in retirement
An Australian equity-based solution for self-funded retirement.
It all started with a simple request
Can you provide a perpetual income stream suitable for investors in retirement?
When first asked, we had to say no.
A decade later, we can now say yes!
We assist the investor with a healthy accumulated superannuation balance to transition to an equally healthy income stream which is sustainable and safe.
Our protected yield-centric Australian share strategy delivers high-income which grows over time and is insured against major share price declines.
We simply take fundamental stock picking, optimise for pre-tax yield and overlay it with the continuous protection of a Zero-Cost Collar using Exchanged Traded Options on the shares we hold.