Our Services

We offer a high quality, personalized investment management service that aims to meet the individual demands of today’s private and professional investors.



At TFR Global, we are very selective about the equity investments that we recommend which is why we use a disciplined approach to recommend only those that align with our client’s investment philosophy.

We will always recommend that you stick with quality stock, with diversification, over the long term when possible. With more than 65,000 individual stocks and numerous stock funds available around the world, it can be difficult to select the right ones.

Because we are committed to quality investments, we invariably won’t promote the hottest, newest stock you heard about from ‘a friend’. Over time, we've found that most people who go down that path are disappointed and this is why there are investments we just won't recommend.


Quality stock can produce both current dividends and long-term dividend growth and will usually offer greater consistency and less volatility than lower-quality, non-dividend-paying stocks.

We believe higher-quality companies, B+ rated and higher, usually are able to generate more consistent earnings and dividend growth. Historically, this has helped them perform better during down markets.


Diversification is a strategy to help make sure your investments aren't concentrated in a certain type or area. For example, an industry can experience a ‘bubble’ where stocks become overpriced and don't really have any track record to speak of. When the bubble bursts, these investors lose their principal. Spreading your money among many different sectors can help reduce your risk.

This is why we have teams of analysts who explore all of the financial markets for opportunities, and this is what sets us apart. ETFs, IPOs and commodities are just some of the recommendations that we offer our clients to ensure their market diversification and returns are achieved.

Long-term perspective

Quality and diversification work only if you hold your investments through both good and bad markets. Even quality stocks can go down if the market drops, which may cause you to second-guess your strategy. Don't. Remember why you're investing and, whenever needed, simply speak with your TFR Global advisor for advice.

Invariably, as the holding period gets longer, the swings between the ‘best’ and the ‘worst’ get less and less dramatic. Don’t lose sight of the importance of time. Focus on the long term but remain astute during short-term market volatility as this can be key to securing your returns.

For full details on our equities advice and opportunities that may suit your specific goals please contact us today and ask to speak with an equities’ advisor.

Fund Management

At TFR Global our actively managed fund management service offers our clients a range of funds that are professionally managed by one of our dedicated fund managers.

Our actively managed funds offer a range of investment approaches so you can build a diversified portfolio that fits your needs and supports your goals.

When you invest in one of our actively managed funds, you get the advantage of TFR Global’s industry expertise, as well as superior service and great value. The funds are all managed by our in-house fund managers which afford you a broad spectrum of investing options.

The fund managers invest the fund’s combined capital in to various asset classes; these include shares, bonds, property, infrastructure assets and currencies. Clients can purchase units in these funds, and the value of these units change depending on the value of the fund as a whole.

Our fund management is popular with investors as it makes it easy to invest. One transaction can provide you with access to a range of underlying investments that will diversify your investment across different asset classes and market sectors. They also provide access to investments that may otherwise be out of reach.

When you invest in to one of our managed funds you are allocated a number of shares, or units, in the fund. Each share or unit represents an equal portion of the fund’s value. You may receive regular payments – called dividends or distributions – from the fund, based on the profit or income it receives from the underlying investments.

We have various funds, and fund compositions available, catering for the beginner, whose approach may be less risk averse, through to the experience investor who wants a fund where its known risks are in parity with its possible returns.

Minimum initial investments range from $10,000 to $50,000, dependent on the specific fund. For full details and advice on a fund that may suit your specific goals please contact us today and ask to speak with a fund manager.

Asset Management

At TFR Global we understand and accept that no two people have the exact same goals. That’s why it takes an individually tailored plan to make your personal goals a reality.

Our asset management advisors work with many different clients at many different stages of life. So, no matter where you are, or where you’re trying to go, your advisor can create a customized plan to help you get there.

From bonds, mutual funds and hedge funds to alternative investments such as commodity funds, a broad spectrum of investment vehicles are available to you via your TFR Global advisor to help you develop a long-term financial plan.

But building a portfolio is about more than just choices. It’s about making the right choices for you. Our advisors have the freedom to recommend only what they think makes the most sense for each client in building a diversified investment portfolio designed for your specific objectives. And those recommendations are powered by the expertise of our industry-leading research.

From a solid mix of traditional options to a more complex blend of managed or alternative investments, there are plenty of choices when it comes to building a custom portfolio. But there’s only one you.

Usually, a client’s goal, simply stated, is to build up enough assets to provide adequate income to meet their needs through retirement. Whether you’re still early in your career or just a few years away from retirement, we have the resources to plan for the retirement lifestyle you want.

Our asset management services embrace a comprehensive range of retirement planning services for individuals wanting to establish a retirement strategy. We work diligently to serve as a steward for your wealth, simplifying life’s complexities with a full spectrum of strategies your advisor can tailor to your needs.

For full details and advice on an asset management program that may suit your specific goals please contact us today and ask to speak with an asset management manager.

Wealth Management

We provide a complete financial planning and investment services to business owners, professional, retirees and high net worth individuals. We help our clients plan for their futures and their families’ futures.

In keeping with today's investment opportunities, TFR Global adopts goal-oriented investment style that is actively managed by keeping an ear to the ground, dissecting the facts and decisively taking calculated risks to generate enhanced returns over the longer term.

While stocks, bonds and cash remain important in the portfolio, we attribute a greater focus to alternative investments such as financial derivatives, private equity and hedge funds, to take advantage of both current fundamentals and decade-long economic developments.

Responsible investment strategy. We believe that there are three points on how to manage money.

Being aware and updated on the market patterns forms the basis of a carefully constructed portfolio that effectively combines three ways to manage money:

Passive: a steady mix of assets that aims to limit losses.

Active Judgmental: attentively watching for clues and instinctively positioning the portfolio to generate enhanced returns.

Active Systematic: investments based on a numerical assessment of the data available.

Market patterns and positioning

Watching for clues and trends in the market and being able to act decisively takes skill. Through active asset allocation, we take advantage of investment opportunities when they arise, thereby potentially enhancing clients’ investment returns. We pride ourselves on our ability to assertively reallocate investments based on our deep understanding of market behavior and self-confidence to routinely reinvest returns to generate greater earnings.

Trading Accounts

Whatever your investment strategy might be, TFR Global has an account facility suited for you. Catering for the individual private, corporate or institutional investor, from fully-managed to advisory only, we will help you find an account facility that fits your strategy the best.

We understand that no two clients will share the same goals and objectives, and that will have their own strategies. This is why we afford a client the ability to choose the account facility that will serve them, and their objectives the best.

Our account facilities comprise of:

  • Retail Client: Our most popular account for the private investor who needs a fully-managed account facility for themselves as individuals or as a joint account with another. Caters for clients wishing to invest between $5,000 and $50,000.
  • Retail Client Extra: Offering the private investor the same fully-managed account facilities for themselves, or with another, as above but allows for exposure to certain corporate trades. Caters for clients wishing to invest between $50,000 and $150,000.
  • Corporate Client: This account is specifically for the business owner who wants a fully-managed account that is suitable to be used in conjunction with their business activities. Caters for clients wishing to invest between $10,000 and $100,000.
  • Corporate Client Extra: Offering our corporate clients the same fully-managed account facility as their Corporate Account but allows for exposure to certain institutional trades. Caters for clients wishing to invest between $50,000 and $150,000.
  • Institutional Client: An account facility specifically targeting the institutional client. Certain restrictions apply when applying for this account facility. Caters specifically to clients wishing to invest between $100,000 and $1,000,000 plus.
  • Advisory Only: An account facility which we can, and will, only make a limited range of decisions on without consulting the client. All decisions made by us will be in accordance with the specific client’s stated investment goals. Caters specifically to clients wishing to invest between $25,000 and $250,000.

To determine which account is best suited to achieve your investment goals and strategies, please contact one of our advisors or one of our accounts’ team for further details.