Helps you make smart decisions about money

Our experienced and dedicated private advisers offer highly personalized financial advice, developing tailored financial solutions and services for each client’s circumstances and objectives.

As an Ledger Capital Management client, you’ll be provided with all the information and resources you need to feel empowered and in control of your finances, leaving you to enjoy the things that are really important in life.

We regularly meet with our clients to stay up to date with their personal circumstances and affairs, and also to adjust our recommendations so they can take advantage of emerging opportunities created by the ever-changing environments of taxation, investment markets and government regulations.

Is Based on Trust

Our clients are typically successful individuals with complex requirements. They are also generally time poor. A truly distinguishing feature of Ledger Capital Management service is a partner who identifies your needs and then establishes a disciplined, regular program to help you achieve your objectives. Ledger Capital Management is uniquely positioned to respond to your requirements with robust and perceptive solutions precisely tailored to your circumstances and goals.

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Alleviates Risk

No one can predict the future. Risks that may threaten your financial position and future prosperity can emerge at any time. However, sound financial advice can help you avoid the potentially devastating financial consequences of poor or inadequate planning. In fact, your complete financial wellbeing and quality of life depends on it.

Advice should always be based on a sound understanding of your current needs and concerns, and your future lifestyle objectives.

We begin by gaining a full understanding of your personal circumstances. Then, working closely with you, we produce a strategy that specifically addresses your needs. It doesn’t stop there: we undertake regular assessments to ensure emerging risks are mitigated and opportunities assessed. We continually apply our in-depth knowledge of taxation, structuring, investment and other strategies to support your financial position, and provide comprehensive reporting and administration services that make decision-making easy.

You expect a secure financial future. Only a dedicated, qualified adviser can provide the level of service you deserve to ensure your financial wellbeing remains on track, both now and into the future as your circumstances change.

Keeps You in Control

While your requirements may be complex, our mandate is to respond to your needs with advice and solutions that are easy to understand. We will collaborate with you every step of the way and you can have as little, or as much involvement as you choose.

Some clients like to leave the strategy development to us, while others prefer to adopt a more hands-on

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For over 19 years, our active management approach and relationship based business has generated attractive returns for investors.

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Professional Staff

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Years of Experience

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Investments

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Million Assets Under Management

Investment Philosophy