Sequoia Wealth Management… share strategies, options, capital raisings, IPO’s and other financial services

Sequoia Wealth Management offers general advice and personal advice on financial services products. These products include Australian equities, International Shares, options, corporate finance, managed portfolios, margin lending, fixed income, structured products and Contracts For Difference (CFD’s).

Sequoia Wealth Management offers research and the latest technology and systems for reporting. Our quality staff members provide exceptional service and advice that adds value to our client’s experience.

Sequoia Wealth Management has strong strategic relationships with its business to business and business to client partnerships that provide a pathway to success for clients and staff.

Sequoia Wealth Management Services... how we can help you

Shares Australian and International

Sequoia Wealth Management can assist you with all your dealings in Australian and International Shares.

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Options (Exchange Trade)

Exchange trade options can be a valuable tool for investors to complement their existing share portfolio

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Corporate Actions

Sequoia Wealth Management clients can gain access to IPO’s, Capital raisings and company placements;

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Contracts For Difference

Contracts for difference are for investors who are prepared to use margin to buy or sell in the CFD market.

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Margin Lending

If you would like to use margin to invest in the equity market Sequoia Wealth Management can assist…

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Life Insurance

If something was to happen to you would you and your family be able to meet your debt repayments

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Research

Sequoia Wealth Management provides research for the benefit of our clients

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Portfolio Reporting

Sequoia Wealth Managements clients have access to a range of reporting options for their investments.

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Get started today

To Find about Sequoia Wealth Management’s products, please click here. However if you are a current Sequoia Wealth Management customer or you need to discuss your options, give our team a call on (02) 8114 2288 and we will be happy to help.