At Medallion Financial we look to provide a range of private wealth advisory services, with a particular focus on the equity and fixed income markets, both locally and internationally.
Our clients range from individuals, companies, families, trusts, SMSF’s as well as charitable organisations and foundations. Our unique investment approach has been strengthened by strategic partnerships with industry leaders. This enables us to provide clients with investment solutions across a range of investment opportunities.
Areas of Expertise
Offers clients access to
domestic and international equities listed on a range of international exchanges.
Medallion has access to a
vast range of research material helping our investment committee to collate ideas and form robust investment thesis.
Medallions Bonds Service gives clients access to direct investments in high yield and investment grade bonds and fixed income securities.
The Model portfolio using actual trading data from a real money account to demonstrate the effectiveness of the strategies employed by Medallion Financial.
On occasions we will provide our clients with exclusive access to a range of corporate IPO’s and capital raising opportunities.
Through our independent strategic partner, we can help clients with the set-up, administration, compliance and reporting of their
individual or corporate SMSF.
The Medallion Financial investment approach
Medallion will look to employ a Top-Down and Bottom-Up investment approach which implores investors to take note of the global economy before delving into the fundamentals of specific businesses.
When investing in the stock market we are of the belief that it is imperative to employ a strategy, and a plan of attack to improves one's chances of achieving success.
Analyse Global Macroeconomic Trends
At Medallion we will analyse the global macroeconomic environment to monitor potential sources of risk, and determine the geographical regions that we believe offer the greatest opportunity for growth.
The aim is to identify businesses with sound and consistent financial metrics that highlight a businesses profitability, operating efficiency, and liquidity over
a meaningful period of time.
By Identifying economic themes and fundamental changes in the business landscape we are able to focus our attention towards the market sectors that offer the brightest outlook.
Investors need to be highly selective when managing the makeup of
their portfolios to ensure they are appropriately compensated in
proportion to the risk they take on.
Stay up to date with the latest in financial news
Michael Wayne from Medallion Financial and David Koch from the AusBiz channel discuss a number of stocks including CSL, FPH, COH, SHL, QBE, LLC, BSL.
Transforming your Portfolio
How to vastly improve your portfolio:
A real-life case-study