Share Margin Lending

Share Margin Lending places you in a position to generate growth by injecting capital into investments, without relinquishing assets.

Share margin lending is a line of credit that only requires your share portfolio as security for the loan. Our margin lending partners will loan 40 – 80% of the value of approved shares, managed funds and property trusts.

So effective is margin lending that it allows you to develop a portfolio up to three times larger than you would otherwise have.

Margin lending does carry risk. We are happy to discuss with you in detail exactly how margin lending can benefit your investment situation.

Protected Equity

Protected Equity places you in a position to invest in shares with a minimal outlay and limited downside loss.

Protected Equity combines share investment and put options. A package is set up where you; borrow an approved amount to purchase shares; and on those shares you purchase Put options. The Put options guarantee you the amount of money you borrowed to purchase shares.

If the shares purchased lose value by the end of your term the maximum downside is the interest cost of the money borrowed, less dividends from the shares you purchased. Your break even is when the purchased shares increase by the interest cost less dividends. Thereafter any additional increase in the value of the shares is all upside gain.

We are happy to discuss in detail exactly how Protected Equity can benefit your investment situation.