Investment services and capital investment, including investment in Australian and international cash, bonds, fixed income products, hybrid and fixed interest securities, property and real estate; public equities, private equity, venture capital and alternative investments;; Investment of funds for others, namely family offices, families, individuals and companies; Investment advisory services, including risk management, portfolio management, portfolio construction, family financial asset management, institutional financial asset management for endowments, pension funds, retirement funds, superannuation funds, trusts, foundations, not-for-profit entities and healthcare institutions;; Financial administration and management services; fiduciary management services; investment management services; financial planning services; estate planning services; estate trust management services; insurance planning services, namely, insurance consultation; bill payment services; payroll services; appraisal services, namely appraisal of securities and investment portfolios; currency conversion services;; Advisory services concerning philanthropic donations in the form of cash, securities and and other valuable assets;; Financial analysis for business purposes; preparation of financial reports; financial advisory services including financial advisory services relating to capital investment, investment funds and trusts, domestic and international investment and taxation;; Financial fund services including the operation, management and administration of various domestic and international investment funds; financial trust services including the operation, management and administration of various domestic and international trusts;; Investment custody services, including management and reporting of financial, investment, share and asset portfolios; management and reporting of financial assets, trusts, funds, capital and shares;; Advising on charitable and philanthropic activities including advisory services for the provision of sponsorship, grants and scholarships in the arts, culture, humanities, aid projects, education, science and technology; unit registry services including processing applications, withdrawals and distributions and recording of investments in investment funds or trusts;; Financial advice relating to the formation of companies and charitable entities; financial sponsorship including providing advisory services relating to financial sponsorship.