Episode Two: The Advisor’s Compass

Updated: 3rd February 2025

InterPrac’s Advisor Compass is proudly supported by Capital Prudential, where we navigate market shifts and maximise your practice.

 

 

 

Hosted by Garry Crole, CEO & Managing Director of Sequoia Financial Group and co-founder of InterPrac, this series fosters collaboration within the financial advisory community while delivering valuable market updates and tools.

This month’s episode is proudly sponsored by Capital Prudential, an alternative asset manager specialising in disciplined real estate development. Their innovative approach to creating predictable income streams for investors is underpinned by providing capital solutions to their network of mid-scale property developers for the purpose of residential, commercial and industrial property development in Australia.

Watch Garry & Sam’s Interview:

Garry Crole interviews Founder and Capital Executive of Capital Prudential, Sam Moore, who discusses the Capital Prudential Real Estate Income Opportunity Fund, which offers investors access to the attractive returns from mid-scale real estate development delivered as a regular income stream paid monthly with reasonable stability of capital.

 

Get in touch!

Capital Prudential recently presented at a number of our professional development events and we encourage advisers to review the Income Opportunity Fund’s profile on SQM Research. As always, please ensure you review the fund documentation to see if the product is right for your clients.

 

Compass Resources – Episode Two!

The Advisor’s Compass Tips: Client Referrals

Avoiding a scam with your bank

The Need for Financial Planning

 

This episode of “The Advisor’s Compass” is presented by Capital Prudential.

Terms & Conditions:

This presentation was produced and distributed by Sequoia Financial Media, which provides news, information analysis and commentary which is general in nature and not financial or investment advice. Viewers should obtain independent advice based on their own circumstances before making any financial decisions. Prices published are accurate subject to the time of filming and shouldn’t be relied upon to make a financial decision.

Sequoia Financial Media has commercial relationships with some companies and guests on this platform.

Sharecafe and Finance News Network trade under Sequoia Financial Media Pty Ltd (ABN 31 117 966 328) and is owned by Sequoia Financial Group Limited (ASX:SEQ), which makes no representation or warranty with respect to the accuracy, completeness or currency of the content.