PERFORMANCE YOU CAN RELY ON
Looking to improve your investment returns this financial year?
Sick of being told about opportunities you’ve already missed?
Nervous about the markets? Unsure what to buy?
Invest with confidence. Invest with a strategy. Invest with Medallion.
Our clients enjoy a high touch service that includes regular calls, strong reporting and the same advisor every time.
We are agnostic to the market sector and look to take advantage of new exciting growth areas.
We have a strong track record of success. Regularly writing for credible organisations and speaking on credible programs
Our Best 4 Stocks
We provide our four best picks out of reporting season, discuss broader performance and who let the side down.
We outperform the market
Limited Time Offer:
Free Portfolio Review
Struggling to find an investment edge and looking for a second opinion?
Book in a free portfolio review with one of our trusted advisors today.
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.
Book a Consultation
Want to take your portfolio to the next level?
Book in a call with an advisor today.