- Financial planning, Wealth management
530 Little Collins Street
- +61 3 9909 7018
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"SIRA Group is a privately owned, boutique, financial services group, independent of large fund manager, bank or insurance company ownership. Its foundations were laid in 2002 as a bespoke Private Wealth Management firm.
SIRA Group has provided specialist advice and investment services to individuals, trustees, financial advisers, accountants and solicitors over the last decade. Its principal David Bannister has been involved in the industry for over 25 years and is a respected lecturer and speaker to both students and industry practitioners.
SIRA Group offers Private Portfolio Management via its Managed Discretionary Account service. Private Portfolio Management allows investors to maintain beneficial ownership of all investments whilst harnessing the experience of a professional private wealth manager with full in-house research capabilities, in a variety of investment options including government and semi government bonds, corporate debt and hybrid instruments, property and share markets.
SIRA Group is able to facilitate direct investment into these same instruments for investors proposing to meet the Significant Investor Visa program."