CORONAVIRUS HELP & SUPPORT

Our world is undergoing massive dislocation. In the face of unprecedented challenges, it is customary to be apprehensive and concerned for both the immediate health as well as the long-term wellbeing of your loved ones.

If you need assistance, from opening an account, resetting your password, or simply discussing your estate or risk profile, please do not hesitate to reach out. We are available by phone, email, video conferencing, or in-person meetings. Please note that we have a large boardroom, on the ground floor, that meets social distancing protocols. Everything is sanitized before and after each meeting. Additionally, the building itself has also increased its cleaning and safety procedures.

So, let’s stay connected. We’re open and here to help!

OUR INSIGHTS

SPAC Craze or Permanent Trend

Have you heard of Special Purpose Acquisition Companies (SPACs) before? They are not new and have been around for decades now! Thirty years ago, they became part of the capital markets landscape as

Dividend Growth: A Cornerstone at Sandstone

At Sandstone we have an 80/20 rule for equity investments. Equity exposure must be made up of a minimum of 80% dividend and dividend growth companies, and a maximum of 20% growth companies. Sandstone

Strategic Investment Conference 2021

The past two weeks have been jam-packed with deep discussions into global affairs and the state of economic and financial markets. After drinking from the firehose, here’s what we took away.

2021 Federal Budget Highlights

It was a budget with not too many specifics, although large funding was promised for a variety of areas.

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks

OUR SERVICES

PRIVATE CLIENT

  • Investment and tax management
  • Financial and estate planning
  • Private equity fund

FAMILY OFFICE

  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education

FOUNDATIONS

  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation