JOINING OUR FAMILY

As a member of FIN- we want you to have the best experience.

As a member of FIN-X we want you to have the best experience.

LONG-TERM INVESTOR

IF YOU ARE SHORT-TERM OR TRADING ORIENTATED THEN WE’RE PROBABLY NOT THE BEST FIT

PROCESS ORIENTATED

PROCESS - THIS MEANS A WELL THOUGHT OUT AND ROBUST PLAN

GLOBAL INVESTMENT OPPORTUNITIES

EXPERTISE ACROSS ASSET CLASSES GLOBALLY

COLLABORATIVE APPROACH

VIEWING US AS A CRUCIAL LINK IN THE CREATION OF VALUE AND WEALTH

RESEARCH AND DATA DRIVEN IDEAS

OUR RESEARCH DATABASE IS EXTENSIVE HAVING ACCESS TO MULTIPLE RESOURCES

SEEKING A UNIQUE APPROACH

A DIFFERENT APPROACH TO A TYPICAL STOCKBROKER, ADVISOR OR FINANCIAL PLANNER

NOT MORE OF THE SAME

OUR APPROACH IS VERY UNIQUE FOCUSING MORE ON STRATEGY

LONG-TERM RELATIONSHIP

FOR FIN-X, IT'S ABOUT A MEANINGFUL PERSONAL LONG-TERM RELATIONSHIP

It’s about providing the and keeping you in the loop

We know our capabilities and focus on what we are great at. We do not try and be everything to everyone.

Our clients are national and we also have international clients. If you can’t see us face to face - not a problem - we can arrange a zoom or teams meeting in an online forum

Our clients are national and we also have international clients. If you can’t see us face to face - not a problem - we can arrange a zoom or teams meeting in an online forum

© FIN-X WEALTH — 2021

AFSL 520526. The contents of this communication is prepared by Brerona Capital Asset Management Pty Ltd (A.C.N. 627 650 293; AFSL 520526). Any advice contained in this communication is general advice and does not take into consideration your personal objectives, goals, needs and financial situation. You should therefore not rely on the information contained in this email to make any investment decisions without first consulting an investment professional such as your financial adviser. Where there is any reference to specific products, you should obtain the relevant Product Disclosure Statement(s) and familiarise yourself prior to making a financial decision. Any unauthorised use of this communication is prohibited. This email (including any attachments) is intended only for the addressee, it may contain information of a privileged and confidential nature. If you are not the addressee of this communication, you must not copy, reproduce, disseminate or use this email and its contents. If this communication has been received in error by you, please inform us immediately and securely delete. Email transmissions cannot be guaranteed to be secure or error free, as such we do not accept any liability for any errors or omissions.