We put our client’s interests
above all else.
We have an unflinching belief that high-quality wealth management needs two things: complete transparency and a strong alignment between client and adviser.
Our Services
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Cedar offers investment management and advice through individually managed accounts. As you’ll see from the table below, managed accounts provide considerable advantages over managed funds to grow your wealth. Within these accounts, Cedar holds all assets directly in the client’s name - whether they’re an individual, company, trust or SMSF – and all accounts are held separately from Cedar’s other client accounts.
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Our wholesale broking relationships utilises cutting-edge technology to ensure high-quality execution of orders. We can execute buy/sell orders and short sale orders via the ASX or Chi-X. We can settle trades with any bank or margin lender and execute international and domestic transactions for our clients.
Find out more about how we can help you
Our Team
We’ve been around for decades.
Every Cedar adviser has over 20 years’ experience and is equipped with sophisticated portfolio management and stock execution tech.
We help our clients generate outcomes that are well above average.
Our investment partners.
With a collective of more than 60 years of equities investment and broking experience, the Cedar team has developed strong working relationships with brokers across a broader spectrum of firms than a single advisor working out of any larger organisation. Our clients also benefit from the invaluable insights produced by our partner’s research departments and forward-thinking technology.
