TRADITIONAL MANAGED ASSETS
Like most wealth management firms, we provide asset management advice on the following assets:
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CASH / TERM
DEPOSITS
INDICES
INTERNATIONAL
SHARES
MANAGED
FUNDS
FIXED
INTEREST
AUSTRALIAN
SHARES
All of our full service clients have access to their portfolio holdings via our online client portal.
The portal provides clients a summary of their portfolios, options for generating reports, and tracking performance across entities.
This allows for an easy all-in-one platform for our clients to keep up to date with their investments.
SPECIALISED PROPERTY ASSETS
Over the past 17 years, Principal Partners has acted in a variety of roles including issuer of Information Memorandums (IMs), Project Governance, Developer, and Syndicate Manager for a number of land, apartment, commercial, industrial, and fuel developments partnering with many best in field developers such as Goldfields, Oliver Hume, Broaden, Retail Fuel Developments, Crampton Dean, Skelton, and Villawood. Browse some of our current and completed projects below:
CURRENT PROJECTS
HUNTER CENTRAL LOGISTICS CENTRE
NEWCASTLE NSW
The project is a significant 216 Hectare industrial site located in Newcastle, NSW. The proposed development will consist of 39 industrial lots.
COMPLETED PROJECTS
525 HIGH STREET
PRAHAN, VIC
The project was a mixed use development in Prahran which consisted of 38 apartments and 584 square metres of retail space