Services
Investment services
Beresfords is a market-leader in Equities and Fixed Interest investing.
The team at Beresfords offers specialist advice on constructing dedicated capital growth as well as income producing portfolios for all investor types. We provide access to key markets and institutions to secure the best rates of return for our clients. Some of the investment advice we can assist with includes:
Australian shares
Our high profile and respected team of Australian share professionals will keep you ahead of the curve.
Beresfords is focused on maximising the returns that matter most to you as an investor, net returns. These are the returns that you keep after fees and taxes have all been paid. We achieve this through a long term buy and hold strategy. Clients purchase direct shares in leading businesses that are in a superior position to create long term share holder wealth. This prevents taxable gains from being prematurely realised so that your investment capital can compound for longer.
International shares
Backed by our team of investment experts, Beresfords offers a selection of international equity portfolios. As part of our diversification criteria, we provide access to the best international developed and emerging markets.
As always, our focus is on net returns. These are the gains that reach your hip pocket after all fees and taxes have been paid. Beresfords strategy is to minimise ongoing fees as well as to invest in share portfolios with low levels of turnover. This minimises taxable gains so that a greater amount of your money is able to compound for longer.
Cash management
Beresfords can arrange a selection of at-call cash facilities paying attractive interest rates. Our preferred products provide you with direct bank deposits in your name with Australia's most reputable banking institutions; all with "at-call" convenience. The Beresford's team can handle all paper work as well as ongoing maintenance and transactions, simplifying your lifestyle and giving you time to pursue the things you would rather be really doing.
Term deposits
Whether you are looking to enhance the returns on surplus cash balances or build a dedicated income portfolio, Beresfords has links with a variety of first-tier banks and other Authorised Deposit taking Institutions (ADIs). Please speak with a Beresfords representative to discuss any existing special arrangements we may have with the banking sector.
Hybrid investments
As a substantial participant in the Australian hybrid securities market, Beresfords can offer you a range of opportunities including hybrids issued by Australia's largest banks and industrial companies. We apply stringent balance sheet criteria in our selection process.
