TRADITIONAL MANAGED ASSETS
Like most wealth management firms, we provide asset management advice on the following assets:
CASH / TERM
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:
Village Luxe comprises of 5 individual luxury dwellings encapsulating classic, timeless simplicity with an abundance of internal space. Located in the highly sought after Melbourne suburb of Toorak.
A series of 95 boutique residences in five elegant, low-rise buildings that surround a light-filled central arbour that ensure a private living environment for each residence.