Investorfirst

Our Services

Committed to taking a personal approach to dealing with our clients, Investorfirst listens to their needs and consistently delivers innovative financial solutions.

Why choose Investorfirst?

“Putting Investors First.”
That’s a nice attitude, but what does that really mean?

At Investorfirst regardless of whether you are a personal, institutional or corporate client you, the client, are at the centre of everything we do. We put our clients first by giving them access to some of the best minds in the financial services industry – all achieved by recruiting only the best available talent of strategic thinkers, vigilant researchers and passionate advisers.

Mission Statement

Our business is our customers and their financial advancement. Without them Investorfirst does not have a business. With this in mind we will conduct ourselves in accordance with the following precepts:

  • Professionalism - demonstrate honesty, integrity and respect for all stakeholders who interact with INQ as staff, employees or clients’ and adopt a desire to assist.
  • Excellence - pursuit of best practice standards, adopting a “can do” attitude, accepting accountability and responsibility.
  • Respect - offer a workplace of equality.
  • Compliance - apply the highest quality standards to all practices and systems in order to meet all regulatory requirements.
  • Co-operation - promote a sense of teamwork, respect & support.
  • Reputation - all staff must have personal responsibility for the Company’s reputation.
  • Manage Business - continue to manage our business with vigour and implement additional business efficiencies.
  • Opportunities - to continuously and opportunistically review and assess our acquisitions and expansion opportunities.
  • Financial Focus - ensure we maintain a financial focus with shareholder returns at all times.
  • Culture - encourage a team approach to building the business and servicing customers, it’s about ‘being proud of the house’.

Putting investors first means taking a personal, face-to-face approach to dealing with our clients and ensuring their success precedes the success of the company or any individual within the company. By committing to this obligation our advisors develop solutions to help individuals meet personal financial goals, to help businesses raise capital, and to enable investment advisers and high net worth individuals to realise their mandates.

Our services include:

Investorfirst Securities

By putting the welfare of our personal investing clients first Investorfirst strives to be the advisor of choice within the Australian financial services industry. This very desire to exceed clients’ expectations is the value that empowers our company to achieve this… More

Institutions

Access to capital markets together with our equity research allows Investorfirst to provide institutional investment consulting services and financial solutions to a broad range of corporations, financial institutions, and family offices… More

Corporate

Putting our corporate client first ensures we can provide the strategic advice required when it comes to financing, restructuring and risk management, as well as capital raising from both the public markets and private sources… More