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TRAC financial group

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TRAC financial group

Overview:

TRAC Financial Group (TRAC) is an Australian-owned Portfolio Management and Venture Capital firm. We utilise a macroeconomic approach with a focus on risk minimisation. Safety and capital preservation are the core foundations of the business.

TRAC was founded through the merger of Coughlin Financial Services Pty Ltd (CFS) and TRAC Financial Pty Ltd.

CFS was formed in 1984, advising a select group of wealthy and sophisticated clients across Australia.

TRAC Financial operated with unrivalled accuracy as an investment, trading and fund management business since establishment in 2007.

The amalgamation of the two businesses combines the strength and integrity of CFS with the dynamic and innovative portfolio management prowess of TRAC Financial.

TRAC provides a unique research driven portfolio management service with a focus on safety. We adopt the powerful mantra that wealth preservation is the key to wealth accumulation.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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