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Private Wealth Management

The strength of the TRAC private wealth management team sets us apart. TRAC's expertise and strategic alliances with institutional banks enable us to deliver a service above and beyond what is available to the general public. We equip clients with the necessary tools to combat the current and future financial climate. 

Private Wealth Management Services include:

  • Equities Advice & Stockbroking
  • Global Market Trading
  • Options Trading & Equity Hedging
  • Initial Public Offerings
  • Precious Metals Dealing
  • Tailored Deposits
The TRAC private wealth management team provides full service stockbroking and trading on a wide and diverse range of global asset markets.

Our equity options trading and hedging service operates with a dual layering of professional expertise. TRAC works closely with an options trading team from an institutional bank to provide clients this high level specialist advisory service.

Unencumbered tailoring of institutional level deposits are available to TRAC’s client base. This service goes far beyond that received at the retail banking level.

Any information or advice contained on this website is general in nature and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information or advice on this website, you should consider the appropriateness of it (and any relevant product) having regard to your circumstances. You should also seek independent financial advice prior to acquiring a financial product.

All securities and financial product or instrument transactions involve risks. Past performance of any product described on this site is not a reliable indication of future performance.

Other than TRAC Financial Group Limited ABN 80 147 921 515 (TRAC), any TRAC Financial Group entity noted on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). That entity's obligations do not represent deposits or other Liabilities of TRAC. TRAC does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.

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