InvestAssist
The team at Sequoia Asset Management is keen to hear howwe can assist you in implementing your investment ideas.
Please enquire through the link below to learn more about our Invest Assist program and the range of services that we offer.
No Lock-In Contracts
$49 per month and cancel at any time. Like Netflix for your super!
Exclusive Access
First access to investments opportunities.
Free online trading account
Free online trading account if required.
Dedicated Account Manager
Access to a account manager with knowledge and experience across Australian Equities, International Equities, structured investments, margin lending, derivatives, property in super, and insurance.
Daily stock market report
Receive monthly stock alerts, regular market commentary and research plus Access to Sequoia Asset Management’s Core Australian Equities Portfolio.
Regular Stock Ideas Exclusive to Subscribers
Receive monthly stock alerts, regular market commentary and research plus Access to Sequoia Asset Management’s Core Australian Equities Portfolio.
Document Certification
Certifying documents such as trust deeds and bank statements when required.