Private Clients

YBR Securities specialises in the provision of advice and execution services regarding the direct purchases and sale of Australian equities. We also provide niche Financial Management Services for select high net worth families, company executives, professionals and individuals.

Other products and services include deposit products, margin loans, international equities (through managed investment funds) and superannuation advice.

Private Client Services offered:

Cash and Fixed Interest
YBRS provides access to, highly competitive interest rates for at call funds, term deposits, bank secured bills and company debentures. Our advisers also have extensive knowledge and access to fixed interest securities (hybrids).

Options Trading
Traded options allow investors to hedge and control their exposure to risk, which is particularly useful in today's volatile markets. Whether it is placing “Put” or “Call” options on the market, YBR Securities can assist you in giving you advice as well as executing the option as well.

Margin Lending
We can offer access to a margin lending facility which allows you to gear into the marketplace by borrowing against securities, providing you with opportunities to increase profits in a tax efficient manner.

New Floats and Issues
We offer you the opportunity to invest in new floats and issues that our advisers will undertake for you.

Superannuation
A YBR Securities Adviser can help you with fund advice, development and monitoring of your investment strategy, and the selection of appropriate investments.

Financial Management Services
YBR Securities offers niche Financial Management Services comprising cash flow management, investment advisory, portfolio management, financial planning and efficiency, retirement planning and executive corporate wealth management.
In addition we undertake a thorough review of all your additional personal financial management needs such as estate planning and philanthropic interests. Where required we involve external specialists on a best of breeds basis.

Typically our private clients fall into the categories of:

• Individual Investors
• Joint Investors
• Trust Accounts
• Company Accounts
• Self Managed Super Funds

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