Our Services
Comprehensive fixed income solutions tailored to your investment objectives and risk profile.
Core Investment Services
Access institutional-quality fixed income investments with professional guidance and support.
Fixed Income Bond Solutions
Structured bond investments with fixed terms
We source high-quality bonds on the secondary market and structure them into fixed-term investments with contractual buy-back arrangements. This unique approach combines the superior returns of institutional bonds with the simplicity and certainty of term deposits.
Key Features:
- Fixed terms from 1 to 5 years aligned with bond maturity
- Contractual buy-back provided by CQP Capital at term end
- Regular coupon payments throughout the investment term
- Investment-grade bonds from reputable Australian and international issuers
- Minimum investment typically $50,000 (varies by opportunity)
Managed Fund Solutions
Diversified fixed income portfolios
Our managed funds provide diversified exposure to fixed income markets through professionally managed portfolios. Ideal for investors seeking broader diversification and active portfolio management.
Key Features:
- Diversified portfolio across multiple issuers and sectors
- Professional portfolio management and ongoing rebalancing
- Regular income distributions (monthly or quarterly)
- Transparent reporting and performance monitoring
- Lower minimum investment than direct bond holdings
Alternative Fixed Income
Specialised investment opportunities
For sophisticated investors, we occasionally offer access to alternative fixed income opportunities including structured products, private debt, and other non-traditional income-generating investments.
Key Features:
- Enhanced return potential for suitable investors
- Rigorous due diligence and credit analysis
- Available to wholesale or sophisticated investors
- Comprehensive risk disclosure and ongoing monitoring
- Opportunities sourced through institutional networks
Portfolio Management Services
Customised portfolio solutions
For clients with substantial fixed income allocations, we offer bespoke portfolio management services tailored to specific investment objectives, risk tolerance, and liquidity requirements.
Key Features:
- Customised portfolio construction based on individual needs
- Dedicated portfolio manager and regular strategy reviews
- Direct ownership of underlying securities
- Comprehensive reporting and performance attribution
- Typically suitable for portfolios above $500,000
Advisory & Support Services
Professional guidance and ongoing support throughout your investment journey.
Personal Advisory Services
Every client has access to licenced financial advisers who can provide personalised guidance on investment selection, portfolio construction, and strategy development.
- One-on-one consultations
- Portfolio reviews and recommendations
- Strategy development assistance
Research & Market Insights
Access to our proprietary research, market commentary, and investment insights to help you make informed decisions and stay updated on market developments.
- Regular market updates
- Investment opportunity summaries
- Economic and credit analysis
Ongoing Client Support
Dedicated client service team available to assist with enquiries, provide updates on your investments, and ensure a seamless investment experience.
- Responsive support team
- Regular portfolio reporting
- Proactive communication