At ConickLaird we provide clients with a service which is personal not corporate, transparent not concealed, one which values independence and meets the wealth management needs and expectations of clients in whole, not in part.

ConickLaird is a wealth management specialist whose clients are individuals, their families, and sometimes their estates. Our function is to provide advice to our clients on all aspects relating to the management of their financial wealth. 

There are a number of key points that underlie our service offering;

• Providing genuine wealth management advice from a business that is not aligned with any major firm.
• The qualifications and experience of Principals and staff.
• The tailoring of service to clients’ requirements.
• A relationship that spans a career.
• Personalised service, delivered via a team based approach.
• Separation of advice from products, investments and other services.

Clients receive comprehensive income and capital gains tax statements annually assisting with taxation management. Detailed transaction reports are provided quarterly. We provide performance information allowing you to assess how your investments are performing relative to appropriate benchmarks.

When managing wealth all advice falls into one of two broad categories, investment related advice and non-investment related advice. ConickLaird will ensure your overall affairs are managed efficiently and professionally. Where external providers already exist or are required ConickLaird will work with them to ensure a cost effective, high quality solution.

ConickLaird holds an Australian Financial Services Licence. We are able to directly buy and sell listed investments and we are members of the Financial Planning Association of Australia.

The portfolio administration service removes the tedious administrative tasks associated with managing an investment portfolio, allowing ConickLaird and our clients to focus on investment strategy. With the administrative issues addressed we are able to focus on what to buy, sell, retain or transfer and through what structure.

Perpetual provide custody of your assets and administer all transactions. Clients are able to review portfolios with clear, detailed and consolidated reports – designed to be streamlined and easy to read.

Perpetual has the technology and processing capability to handle a wide range of assets. Perpetual’s investment administration capabilities apply to most types of portfolio assets including:

• Cash, bank bills, term deposits, debentures and other corporate debt securities as well as government and semi-government bonds
• ASX listed securities (including shares, options and unit trusts)
• Managed funds (unlisted unit trusts), both retail and wholesale
• Private unit trusts
• Foreign listed shares

The first step in our wealth management process is to develop an appropriate asset allocation for each client. Asset allocation is a term used to refer to how an investor distributes his or her investments among various classes. At ConickLaird we focus on the main asset classes of shares, property, bonds and cash.

The next stage of our wealth management process involves ConickLaird recommending specific investments within asset classes.

Once the initial portfolio is implemented, we administer, monitor and manage individual portfolios on an ongoing basis. This includes a formal face to face review meeting each year to present key information such as income, capital growth and total deposits/withdrawals.

Oliver Conick is a founding Principal of ConickLaird and is joint Chief Executive with Andrew Laird.  Prior to the establishment of ConickLaird Oliver was a Director at UBS Australia and held a senior position in the Private Client department.  Oliver was a client adviser and head of the Sydney office as well as holding a position on the country management committee.  Prior to joining UBS in March 1998 Oliver had been employed by the MLC group for eight years.  In addition to the qualifications below Oliver is a Certified Financial Planner.

John Laird has over 30 years of experience as a consultant and adviser to the investment/stockbroking industry. Prior to this John held senior roles in Australian and global financial markets with major Australian and overseas based financial institutions and investment banks. John advises on a wide range of investment portfolios including superannuation funds, incorporating listed and unlisted securities in both the Australian and global financial markets.