Private Broking
Our Expertise
CCZ Statton offers full stockbroking services covering Australian and global share markets. This means you can benefit from a wide range of opportunities. You retain absolute control over the investment decision and, whilst having access to our advice, you will have the flexibility to do something else if you wish.
Where We Focus Our Advice
AUSTRALIAN
SHARES
CCZ Statton gives advice in line with the CCZ Statton Investment Strategy which identifies superior businesses at reasonable prices and constructs portfolios with regard to adequate diversification and an appropriate split between blue-chip and second-line shares.
INTERNATIONAL
SHARES
Overseas investments can be purchased via listed investment companies and ETF’s on the ASX. To complement this broad market approach, we advocate adding some high conviction funds managers whom we have interviewed and reviewed.
ESTATES
CCZ Statton is familiar with the requirements for dealing with equities related estate matters having acted over the years for a number of solicitors in the evaluation of state assets and the transmission and or sale of securities held by estates.
PORTFOLIO
REVIEWS
CCZ Statton reviews your investments on a regular basis and makes appropriate recommendations based on changing circumstances in various markets.
QUARTERLY
INVESTMENT REVIEW
CCZ Statton publishes a Quarterly Investment Review for private clients that sets out our share market overview and recommended stocks.