At Burrell we provide full service stockbroking services. We can assist you to buy and sell shares and other listed investments on the ASX or NSX, and through our international agents we have access to most major markets. Yet, we view our advice on portfolio construction as our greatest service offering.
Over the long-term the Australian sharemarket continues to be a true performer enabling many investors to build long-term wealth. However, with any investment there is risk and having a professional adviser by your side is our biggest tip for investment success.
At Burrell, our approach is all about getting to know you and your goals, and seeking to exceed market returns and less volatility across your portfolio.
You will also find:
This paperless, electronic system of registering your shares is free and offers investors many benefits including accurate record keeping and streamlined settlement.
We recommend you open an account with DDH Graham, which can be fully integrated with your portfolio at Burrell. An account with DDH Graham will provide bank security and competitive interest rates and will facilitate automatic settlement of buy and sell transactions.
Option 1: Premium Portfolio Service (PPS): A complete solution to support your investment activities, including an administration team, a personal investment adviser, valuable research and super-smart technology.
Option 2: Individually Managed Portfolio Service (IMP): All the benefits of PPS, plus you can authorise our team to handle the implementation of the agreed investment strategy, stock selection and other investment decisions on your behalf.
Option 3: Portfolio Service (PS): Our base-level option provides you with comprehensive research services and regular information on the value of your portfolio.
Whether you are getting started in the sharemarket, re-entering the market or you're an experienced investor, Burrell can help.
As full service retail brokers with more than 80 years experience building wealth producing and well-managed investment portfolios for our clients, we are well-equipped to help you with comprehensive, independent research and expert, personalised investment advice.
And you can rest assured that our recommendations are designed to suit you, not us. As a private firm, Burrell is less susceptible to the conflicts of interest and pressure to shift product that some larger brokers and underwriters may experience. We are not owned by a bank or other financial institution and we remain one of the last privately held broking firms in the country.
Burrell offers three levels of portfolio service to keep you up to date and help you make informed choices. Our portfolio analysis software means we can take a more strategic approach to portfolio review.
Let us get to know you and your goals. After considering your personal circumstances and risk profile, our investment advisers can help you bring your dreams closer.