PacReef Asset Management

Professional funds management support for Investment Advisers and their licensee.

Boost Your Business Value

Discover how PacReef is enabling Investment Advisers and their Licensees to help their investors and clients

Self Managed Accounts

Professionally supported and driven by trusted Investment Advisers and Licensees. Your SMA's provide transparency and direct ownership of the underlying securities by your clients.

FIND OUT MORE

Specialist Support

Quality technical investment support to facilitate the expertise of Investment Advisers

Customised Investment Solutions

Processes and systems to provide an industrial strength approach to constructing investment portfolios

Separately Managed Accounts

Investment expertise, support, systems and processes, along with a professional funds management overlay to the direct share (and other investments) model using an SMA structure to manage and report.

Who Are We?

PacReef Asset Management is an Australian business focussed on providing specialist investment support and systems. PacReef transforms the expertise of investment advisers enabling them to construct and manage portfolios of direct investments in a disciplined manner.

Our Objective

To improve the adviser’s bottom line as they strive to improve their clients’ bottom lines. At the same time, we seek to reduce some of the risks to which advice licensees are exposed. It is our service, it’s modern and it’s different.

PacReef's new generation SMA service is for private-owned, independently-minded licensees and their investment advisers.

Neal Hornsby
Managing Director

Get In Touch With Us Today

Increase your client engagement and satisfaction as you improve your bottom line.

Talk with us today about the best way to transition your professional practice to take advantage of PacReef’s processes and systems.

Simply complete the contact form on the left and we’ll contact you to discuss your requirements.

Our Email

info@pacreef.com.au

Our Phone Number

0407 401 136

Our Address

Suite 12
5-7 Ross Street
Parramatta NSW 2150

Legals

PacReef SMAs

PacReef Services

Client Document

General Disclaimer: The information on this site is general in nature and is not personal financial product advice. Any advice on the site is general advice only and has been prepared without considering your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information and the nature of the product having regard to your objectives, financial situation and needs. You should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document before you make an investment decision about a financial product. PacReef Asset Management Pty Ltd does not give taxation advice. Any taxation commentary on this site is based on current laws and is only general in nature. The application of taxation laws to each investor depends on their individual circumstances and investors should seek professional taxation advice before making any investment decisions.