General Advice & Execution

How it Works

Our Approach

Our Advisers specialise in providing equity and option strategies ranging from low to high risk to retail and high net worth individuals. Our goal is to provide you the right general advice and strategies to fit your investment goals.

01

Start With a Free Consultation

The goal of our first interaction is to explore what your investment needs are so that we can provide the right product or service to help you achieve your goal. Some of our strategies include:

  1. High yield, high growth or a mixed focus stock portfolio,
  2. Australian and US focused stock portfolio and options strategies,
  3. Income generation through Covered Call or options spread strategies such as Bull Puts, Bear Calls, Butterfly Spreads;
  4. Hedging strategies using Bearish Butterfly Spreads, Bear Puts and Put Options.

02

Advisor Assignment

We will review and then assign the appropriate Advisor to you to ensure that the Adviser has the relevant qualifications to cover the products and strategies that you require. 

03

Place Investments Under Advisory

Our next step is to move your assets under advisory at one of our five partner brokers. Depending on your requirements and preference, you can choose from Morrison Securities, Interactive Brokers, CMC Markets, AUSIEX or Bell Potter.

04

Advice & Execution

Through our general advice or execution of your trades, your Adviser will work with you one on one to achieve your investment goals. Our goal is to build a lasting relationship between you and your Adviser.

Frequently Asked Questions

Are my investment safe?

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

For US and international investments, we use Interactive Brokers (IB), a NASDAQ listed US$25b broker and one of the largest brokers in the world.

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

However, your assets are held beneficially under your name.

IB is stringently regulated by the SEC and all client funds are segregated and never used for working capital. 

How much does it cost for your services?

We only charge a brokerage fee for executing the trade, there are no other fees.

We charge $6.60 per contract. On a $10,000 exposure and depending on the market, a bull put trade usually consists of about 4 contracts or $26.40.

As an example, CommSec charges $34.95 per trade (2 trades in one bull put) which means to execute through them, with no advice, costs $69.90.

The reason we can bring such low rates for the advice we are giving is because we have dozens of clients executing the same strategy - this allows us to efficiently scale and bring down the commission.

What are your returns?

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.

How will I receive the advice and how are the trades executed?

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

You will be sent an email and SMS with the full details of why we are giving that advice as well as the risk parameters so that you are fully aware of the risk been taken.

You simply have to reply to the email or the SMS to approve the trade. You can call us at any time to discuss the trade before it is placed.

As the trade can only be placed at your discretion, if you don't feel comfortable, simply ignore it and the trade will not be placed.

How much do I need to invest?

The minimum to invest is $20,000 to ensure that we don't overleverage the account.

However, we understand that when trying something new, testing the waters first always makes sense.

With that in mind, we are able to take a select few clients with a minimum of $10,000 to test the waters first before a larger commitment in the future.

We have a limited amount of spots for this so if you are interested, please reach out as soon as possible.

got more questions?

Testimonials

What People are Saying...

See what people are saying about our research, products and services.

Nice reporting, thank you
Anthony David Critchley
Anthony David Critchley
09:25 23 Aug 21
useful
Christophe Dussert
Christophe Dussert
07:16 23 Aug 21
Exceptional information that is concise and insightful. Keep up the great work !!!
BRIAN MINOTTO
BRIAN MINOTTO
09:19 19 Aug 21
I feel MF and Co are very informative with their advice and recommendations.
Norman Wilkins
Norman Wilkins
08:00 19 Aug 21
Good service with frequent emailed share suggestions.
Peter Farrell
Peter Farrell
03:39 19 Aug 21
Even I never trade with MF&Co, I watch all of Henry's review and analysis, very impressed with the accuracy and... objective of those thoughts.Of course no one can say what the future will be, but at least when reading those reviews, we know where we are, then sometimes that is the best thing that you can wish for.read more
Vu Nguyen
Vu Nguyen
23:44 15 Aug 21
Excellent service, not pushy, clear reporting highly recommended
Luke Stewart
Luke Stewart
23:25 15 Aug 21
Some very useful research
Richard Goodwin
Richard Goodwin
04:33 13 Aug 21
I very much appreciate the profound stock market research and the peceived honesty.
Quentin Steinbeck
Quentin Steinbeck
16:10 11 Aug 21
Easy to understand research for “dummies guide to shares trading”
Graham Ko
Graham Ko
15:30 09 Aug 21
Easily some of the most worthwhile research presented without any bias.
Tony Miller
Tony Miller
01:06 07 Aug 21
Nice free report with a good stock pick tip. Thank you.
QuincysLife
QuincysLife
00:17 06 Aug 21
i subscribed to the free research report and i found it very informative and useful for making investing decisions. I’m... looking forward to meet advisers in person when lockdown eases to learn futures options trading and to join trading education courses. Thanks for providing company reports for gratis 🙏read more
Rahul Newar
Rahul Newar
13:37 05 Aug 21
Excellent…..highly recommend
meltem247
meltem247
12:05 05 Aug 21
Henry's website is an absolute Treasure of Insightful Financial AdviceFree, Honest & Profitable!
Jonathan Meader
Jonathan Meader
11:37 05 Aug 21
I follow every recommendation and they are always a winner.
Peter Logiotatos
Peter Logiotatos
08:37 05 Aug 21
Great info, has helped in choosing some quality stocks to invest in and have had great results from those investments.
Stuart Farnworth
Stuart Farnworth
07:54 05 Aug 21
You can rarely find relevant, dedicated, and most importantly, free research as good as the ones published here.
梁坤佑
梁坤佑
07:26 05 Aug 21
Excellent and balanced with great knowledge
Peter Cryan
Peter Cryan
06:53 02 Aug 21
Great research and useful information for current market situation and potential buys.
May Deng
May Deng
06:04 02 Aug 21
great knowledge base and excellent research.
colin blanch
colin blanch
00:56 02 Aug 21
I am registered only on the free advice, I have found their advice to be so much more complete compared to other sites... which you have to pay for, it is timely and does not seem to be a shotgun approach as many sites seem to do so that some time in the future they can cherry pick their good results. For me 1 or 2 shares a week is so much more meaning to me for my style of investment, do I recommend MF& co, I sure do.read more
Phil O'Leary
Phil O'Leary
00:39 02 Aug 21
Ideas and complimentary assessments are informative, interesting and easy to read. They are sometimes 'out of box' in... thinking. To me, they install trust.read more
Grahame Cox
Grahame Cox
00:30 02 Aug 21
Informative information and well researched
David Bailey
David Bailey
00:12 02 Aug 21
Great research into current trends and foresight into what to watch for the future
Yumna
Yumna
00:03 02 Aug 21

Contact

Get In Touch

Get in touch with us for your first consultation to see how we can help you achieve your investment goals.

MF & Co. Asset Management

MF & Co. Asset Management is a boutique investment firm offering Equity Capital Markets and derivative general advice & trade execution services.

We are specialists in advising and trading in Australian and US Equities, Index & Equity Options and Options on Futures.

Contact

Get In Touch

Australia
1300 889 603
International
+61 2 8378 7199
M-F: 8am-5pm

Suite 602, 37 Pitt St
Sydney, NSW 200
Australia

 

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