Achieve more with CG Wealth Management

We work collaboratively with each of our clients to help them build and protect their wealth by designing a customised portfolio containing a sophisticated mix of investments, diversified across and within asset classes.

With an experienced portfolio manager, comprehensive online reporting and no management fee, our CG Managed Accounts are a cost-effective way to gain access to an actively managed portfolio of blue-chip Australian shares.

Through our network, we can source the best rates available from a range of institutions and potentially help you achieve better returns on your cash investments.

Eligible wealth management clients have exclusive access to the diverse range of new share issues, initial public offerings (IPOs) and other investment opportunities offered by our highly regarded Capital Markets team, complete with automatic notification and direct bidding.

Experience the market-leading NetX360 international trading platform, offering access to all major foreign exchanges, with order placement and support during local market hours. Our clients also benefit from competitive spot rate FX pricing and a hassle-free process for transferring existing shares onto our platform.

As part of the global Canaccord Genuity network, our clients have access to strategists and equity research on over 860 companies across Australia, Canada, US and UK.