• Investment and superannuation platform
• Wholesale broking, clearing and settlement
• Stockbroking
• Research
• Corporate Finance

Investment and superannuation platform

The HUB24 platform offers a comprehensive investment transaction and reporting solution that caters to all types of investors and tax structures – individuals, companies, trusts, associations or self-managed super funds (SMSFs).

What differentiates HUB24 is our proprietary system – we looked at what investors need and built a portfolio management solution with state-of- the-art technology, offering you:

• Wide investment choice
• Market-leading SMA (separately managed accounts) capability
• Portfolio blends facility with bulk realignment functionality
• Sophisticated tax optimisation
• Flexible fee options
• Comprehensive and transparent reporting

You can invest from a menu of more than 600 wholesale managed funds, 500 listed securities, 35 Exchange Traded Funds, more than 65 non-unitised portfolios (also known as SMAs) as well as term deposits and cash

Wholesale broking, clearing and settlement

HUB24 offers an efficient, scalable and competitively-priced execution, clearing and settlement service. This includes wholesale clients access to the IRESS order management system and contract notes branded in the client’s corporate identity. This service is supported by our team of highly experienced customer support representatives.

Stockbroking

Investorfirst Securities provides both advisory and non-advisory broking services to retail and wholesale investors. Our focus is on generating unique ideas and opportunities to drive investment outperformance designed to meet our clients’ investment needs. Our investment advisers have an excellent track record of providing quality, professional advice with a personal touch. By leveraging our extensive corporate network, we are able to access quality research, trading ideas and capital raisings.

Investorfirst Securities offers two types of broking services:

• Advisory broking

  Our experienced advisers consult with you to understand your personal objectives, financial situation and needs before providing financial product advice. This may include making an investment recommendation on a particular security or asset class.

• Non-Advisory broking

  Our non-advisory service encompasses general advice and share trading services through a team of experienced stockbrokers.

Research

Our research analysts provide both qualitative and quantitative analysis based on proprietary insight and tools.

• Qualitative

  Our highly experienced team has a track record of identifying key stocks that have outperformed significantly. We specialise in analysing and unearthing untapped gems in Australian small caps, providing insight into companies emerging as the leaders of tomorrow.

• Quantitative and Economic

  Our specialist teams provide detailed investment analysis and recommendations on a wide range of sectors, industries and market thematics. Our experienced analysts deliver timely, cutting insight with a focus on idea generation.

Corporate Finance

Investorfirst’s corporate finance team provides equity capital markets services and tailored corporate advice. We advise companies on their capital structures and facilitate capital raisings predominantly through placements and entitlements issues. These services leverage our access to private and institutional investors, and our proprietary research capabilities. Our team also has experience advising and assisting listed and unlisted companies with strategic initiatives, including acquisitions and divestments.