T R I P L E C C O N S U L T I N G

OUR VISION IS SIMPLE

Triple C Consulting Pty Ltd (AFSL 346282) is a boutique, full service Stockbroking Firm with a strong and established presence in both the Resources and Technology sectors. Triple C provides clients with a niche service covering both Retail and Wholesale along with Corporate clients. We believe in ethical and honest investing with long term wealth creation the primary objective for our clients.

 

We put ourselves in the client’s shoes and stick to our core values. We commit to never investing a client’s money where we are not willing to invest our own. We are committed to providing a truly first class offering to our clients.

 

Triple C Consulting Pty Ltd (AFSL 346282) is dedicated to delivering a total investment solution specifically tailored to our client's individual circumstances, ensuring they achieve a quality personalised service.

  • We are dedicated to servicing a small number of likeminded clients
  • Importantly, our clients see us as trusted advisers rather than brokers
  • We utilize our network and extensive resources to achieve optimal portfolios and tactical investment themes
  • We then rebalance portfolios regularly
  • We work closely with the client’s other professional service providers  including accountants and financial planners to ensure that our services are relevant, seamless and integrated with your financial, personal and life goals.

We aspire to be the number one niche equities investment provider and stock brokers in Perth.

FORWARD THINKING

"I SKATE TO WHERE THE PUCK IS GOING TO BE, NOT WHERE IT HAS BEEN."

WAYNE GRETZKY

OUR SERVICES

A little bit about us.

FULL SERVICE STOCKBROKING

CORPORATE CONSULTING

TECHNOLOGY INVESTMENTS

Triple C focuses on maximising returns to clients while minimising the risks of investing. We look to maximise investment out performance or stock market ‘alpha’ while tailoring portfolios to meet each individual client’s needs.

 

We Advise Clients Big Or Small! Everyone Has To Start Somewhere And At Triple C We Help You To Achieve Your Financial Goals!

Triple C’s Corporate advisory business has had significant success in providing corporate services of which include but not limited to:

* Public and Private capital raising

* IPOs

* Takeover, mergers and acquisition advisory

* Debt and project financing advisory

* Company strategic advice

* Corporate research & competitor analysis

* Institutional and retail stockbroking services

Triple C is a leader in Perth technology investments. Be it a listed stock, seed or venture capital investment or a local technology start up needing capital Triple C will look at the opportunities. Being successful in the markets is about adaption and being able to position your portfolio to benefit when the herd catch up.

 

VENTURE CAPITAL INVESTMENT

SOPHISTICATED INVESTORS

INVESTOR NEWSLETTER

Triple C can assist early stage companies with Venture Capital funding, Triple C has a number of High Net Worth (HNW) investors that like to review the “start up space” and look for these opportunities.

 

Essentially Venture Capital (VC) is financial capital provided to companies that are in the very early-stage, and typify high risk/high reward opportunity companies, generally at the start up stage.

 

Triple C’s niche investment strategy is to identify ‘unique’ opportunities, focusing on management, business / resource potential and capital structure.

 

With all investments we apply our key philosophy: We commit to never invest a client’s money where we are not willing to invest our own. We take an active interest in all our corporate raisings, always keeping a focus that the company or project is on target for the next level.

 

Triple C produces a weekly, market newsletter. These newsletters are widely distributed and encompass both a technical and fundamental view of the markets.

 

Triple C is happy to provide this service to anyone wanting a copy however more specific stock analysis is only provided to clients of the firm. To find out more about setting up an account apply now.

 

 

KEY PHILOSOPHY

WE COMMIT TO NEVER INVEST A CLIENTS MONEY WHERE WE ARE NOT WILLING TO INVEST OUR OWN.

OUR VALUES

We take pride in the level of detail to which we investigate and research all opportunities. Due diligence is key to ensuring a successful outcome for all parties and we leave no stone unturned throughout all stages of of every project we're involved with.

 

We put ourselves in the client’s shoes and stick to our core values. We commit to never investing a client’s money where we are not willing to invest our own. We are committed to providing a truly first class offering to our clients.

 

We have a strong working knowledge of the mining and commodities sector, which gives us a unique opportunity to find small undervalued companies. We apply a different but similarly unique methodology to the technology sector by always looking outside the square to find new ways of providing cutting edge services across the ever increasing and diverse range of platforms.

 

FULL SERVICE STOCKBROKING

SELF MANAGED

SUPER FUND

Triple C focuses on maximising returns to clients while minimising the risks of investing. We look to maximise investment out performance or stock market ‘alpha’ while tailoring portfolios to meet each individual client’s needs.

 

If you are looking for any of the following then we recommend speaking to one of our full service advisers.

 

  • Having a professional adviser customise you a share portfolio.
  • Looking to increase returns .
  • Re-balancing your existing share portfolio.
  • Reduce your risk.
  • Working in a partnership with an investment adviser.
  • Investing in a model portfolio.
  • Superannuation advice.
  • Exchange traded option advice, strategies and trading.
  • Margin lending investing and advice.
  • Access to IPOs and capital raisings.
  • One off sales

Using a self-managed super fund (SMSF) gives investors the freedom to choose the investments that are going to best help their retirement. SMSF’s are a tax effective way to invest and can provide many benefits to investors. Knowing how to structure your superannuation can be difficult but speaking to an experienced investment adviser at Triple C will help with the planning and structuring of the investments in your SMSF to best achieve your financial goals.

 

If you are looking to actively start your SMSF, grow your existing super portfolio or finalise your plans for retirement a Triple C investment adviser can help in drawing up a superannuation strategy that is tailored to your financial goals and situation. Your adviser can provide you with investment advice over a range of financial products and implement the strategy that will best achieve your financial goals.

PROUD SPONSOR OF THE RABBITOHS

THE TEAM

Peter Sheppeard

Managing Director

Scott Williams

Director/Investment Advisor

Nicholas Brownbill

Investment Advisor

Bradley Hill

Natalie Ruck

Office Manager & Dealers Assistant

Investment Advisor/Dealers Assistant

WEEKLY NEWSLETTER

Triple C produces a weekly, market newsletter. These newsletters are widely distributed and encompass both a technical and fundamental view of the markets.

 

Triple C is happy to provide this service to anyone wanting a copy however more specific stock analysis is only provided to clients of the firm. To find out more please contact us using the below form.

DOWNLOAD SEPTEMBER 19th 2014

CONTACT US

CLIENT LOGIN

To find out more or to subscribe to our weekly newsletter please contact us using the below form.

VISIT US

PH: (+61) 08 9228 5999

 

FAX: (+61) 08 9227 7158

 

5 Lindsay Street, Perth WA 6000

 

PO Box 8539 Perth BC WA 6849

 

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