Advice & Execution Specialists

MF & Co. acts as a broker and does not hold any of your investments or cash.

Use any one of our five reputable executing brokers (Morrison Securities, Interactive Brokers, CMC Markets, AUSIEX or Bell Potter) who will then hold your cash investments in an account under your name.

We offer both a HIN solution and a custodial solution through our executing brokers.

A Holder Identification Number (HIN) solution is unique to Australia. All investments are held under your name or an entity controlled by you.

For international investments, a custodial solution is required as the ownership structures across global borders is more complex.

Since our clients have such a diverse range of requirements, our fee schedule is not a one size fits all structure.

Our fees are based on your trade frequency, size, instrument, market and general advice or execution requirements.

Please contact us for a first consultation so that we can help determine your requirements and provide you a fee proposal.

Our returns vary depending on the strategy and the risk requirements of the client.

Conservatively, we have achieved from 10% up to 30% or more per annum depending on the type of strategy and risk utilised. However, past performance is no guarantee of future results.

Please contact us for example client account returns.

We provide non-discretionary general advice. This means that we do not place a trade without your explicit permission.

We will contact you via email, phone, WhatsApp or SMS depending on your preference with the full details of why I am giving that advice as well as the risk parameters so that you are fully aware of the risk been taken.

You simply have to give us your authorisation and any additional instructions to execute the trade through any of those channels.

As the trade can only be placed at your discretion, if you don’t feel comfortable, simply let us know and the advice will not be executed.

We generally don’t have a set minimum. However, some strategies are not economical if the initial investment is too small.

For example, more conservative strategies such as income generation through Covered Calls on a blue-chip portfolio generally require a large investment to make it worthwhile.

Strategies with a higher risk level such as through options spread trading can generally start with a smaller investment due to the leverageable nature of the product.

Our Options Income Strategy is designed specifically for smaller investments with a minimum of $10,000 to start.