Our Services

Our greatest strength stems from the diversity of our backgrounds and how we leverage our skill sets to maximise potential outcomes for clients.

Strategic Financial Planning

At Stellan Capital, we strongly believe the foundation for bespoke and effective advice begins with strategic financial planning. Wealth creation, in our view, extends beyond just managing capital and involves holistically reviewing any scenarios that could impact achieving your goals. Our collaborative approach includes working closely with your accountant, lawyer and other managers to ensure we achieve the best possible outcomes for you.

Implementing a wealth creation strategy without due consideration to tax efficacy can sometimes lead to less than optimal outcomes. As part of our consultative process we help you consider options regarding the most tax effective approach for your unique circumstances.

Strategic decisions in estate planning often require more than a simple Will. We work with you to complete a comprehensive plan which also includes strategies that can form the basis of your legacy for generations to come.

Strategic risk advice should not only look to protect (through private insurance) your family’s financial wellbeing in times of sickness or death, but to also put measures in place to provide structural protection in times of unforeseen litigation, marital breakdown or even in times of loss of capacity.

A comfortable retirement looks different to everyone. Our on-going focus is to assist you in benchmarking your goals throughout your journey. This will include retirement planning inclusive of Superannuation advice.

Bespoke Portfolio Management

Utilising over 75 years of combined client-facing experience, our investment philosophy is based on an accessible and practical approach. This resonates with our clients who seek an investment portfolio that reflects their values and vision of the future.

Our strategic portfolio advice encompasses a broader range of investments beyond our traditional domestic offering, extending to a multi-asset class, multi-currency approach for those investors seeking more diversification.

For our funds under advice clients, Stellan Capital offers access to the following:

Unlisted Alternatives (Wholesale Only)
Unlisted Private Equity (Wholesale Only)
Listed Alternatives
Listed Commodities
International Direct Equities
Australian Direct Equities
Domestic and International Fixed Income
Foreign Currency Execution for Settlement Purposes
Cash

Bespoke Portfolio Management

Utilising over 75 years of combined client-facing experience, our investment philosophy is based on an accessible and practical approach. This resonates with our clients who seek an investment portfolio that reflects their values and vision of the future.

Our strategic portfolio advice encompasses a broader range of investments beyond our traditional domestic offering, extending to a multi-asset class, multi-currency approach for those investors seeking more diversification.

For our funds under advice clients, Stellan Capital offers access to the following:

Unlisted Alternatives (Wholesale Only)
Unlisted Private Equity (Wholesale Only)
Listed Alternatives
Listed Commodities
International Direct Equities
Australian Direct Equities
Domestic and International Fixed Income
Foreign Currency Execution for Settlement Purposes
Cash