DNR PriVate is a Dalton Nicol Reid offering specifically designed for the following:

• Sophisticated Investors ((Section 761GA Corporations Act 2001) who require no investment advice*
• SMSFs who require no investment advice*
• Corporate Superannuation
• Industry Superannuation
• Corporate Investments
• Charities, Foundations, Not-for-Profits, Associations, etc…

In addition, a minimum investment is required in order to access this service.

For those clients who do not qualify for this service, Dalton Nicol Reid can provide a list of professional Financial Planners, Wealth Managers and Asset Consultants that currently entrust their clients’ wealth with the Dalton Nicol Reid offering.

* this refers to advice in the form of Strategic Asset Allocation (SAA)