shutterstock_1165058404_smaller.jpg

DON'T SETTLE FOR

MEDIOCRITY

DISCOVER THE MEDALLION DIFFERENCE

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.

Service

Our clients enjoy a high touch service that includes regular calls, strong reporting and the same advisor every time.

Agnostic

We are agnostic to the market sector and look to take advantage of new exciting growth areas.

Performance

We have a strong track record of success. Regularly writing for credible organisations and speaking on credible programs

Reporting Season:
Our 
Best 4 Stocks

We provide our four best picks out of reporting season, discuss broader performance and who let the side down.

LATEST INSIGHTS

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.

INVESTMENT STRATEGY

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. 

Monitor Key

Financial Metrics

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.

Identify the
Target Sectors

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.

Portfolio
Management

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
.

NEWS & ANALYSIS

Stay up to date with the latest in financial news

TV & Radio

Articles

Reports

OUR PARTNERS

Your money_logo-01
sky news business-logo-01
Macquarie-Bank-Logo-e1433995103384-01
commsec adviser services_logo-01
cmc markets logo-01
ausbiz logo_larger-01
open markets logo-01
livewire-logo_white-01
Your money_logo-01
sky news business-logo-01
Macquarie-Bank-Logo-e1433995103384-01
commsec adviser services_logo-01
cmc markets logo-01
ausbiz logo_larger-01
open markets logo-01
livewire-logo_white-01
 

Get the latest
market insights with
Medallion's monthly Investment report

Join the Medallion Clients who benefit from our teams Financial Insights and Market Recommendations

Get our latest monthly investment report written by The Medallion Investment team

Medallion Financial Group Pty. Ltd. ABN 93 620 680 999

 

The Medallion website contains general securities advice only and
does not take into account any person's particular objectives, financial situation or needs. Before acting on any advice you should consider whether it is appropriate for you. Medallion Financial Group Pty Ltd is
a Corporate Authorised Representative (No. 1257237) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927) which is regulated by the Australian Securities and Investment Commission.

facebook_Medallion blue.png
twitter logo_Medallion blue.png
linkedin_Medallion blue.png
location icon-01.png

Level 1, 16 O’Connell Street, Sydney NSW, 2000

Copyright © Medallion Financial 2020    |    Website by EKD