Trusted Investment Partners
Threadgold Advisory advises Australian investors, SMSF trustees and families on portfolios built to be held for decades. The work is straightforward. Four model portfolios, thirteen underlying funds, held on CFS Edge where you can see every holding and every fee. Listed markets and private markets in one strategy rather than a core portfolio with a few interesting things bolted on the side. What is less common is the pricing. As funds under management grow, fees compress and access widens. Our take stays where it is. The scale belongs to the clients whose capital created it.
How the portfolios are built.
One strategy, four weightings
SafeHarbour, Foundation, Edge and Alpha hold the same thirteen funds. Only the proportions change.
Every holding has a job
Australian equity, global equity, emerging markets, infrastructure, private equity, private credit, trend following and cash. Nothing sits there by accident.
Listed and private in one portfolio
Private markets are part of the allocation, not a satellite. No seven-figure minimums to get there.
Fees go down as we grow
Scale gets passed back rather than retained. It is the whole model, not a promotion.
Key Metrics
4
Model portfolios
13
Underlying funds
11
Managers, listed and private
1
Platform, fully transparent
Most portfolios I am handed are twenty holdings picked one at a time, each defensible on its own, adding up to no particular strategy. The first job is working out what every dollar is actually doing.
Joel Threadgold, Adviser
Why clients work with us
Four strategic allocations, from capital-stable to growth-tilted
Private credit, private equity and unlisted infrastructure alongside listed markets
Fees that compress as funds under management grow, passed through rather than kept
Held on CFS Edge, so every holding, weight and fee is visible without asking
Built to hold for decades. Positions get cut when the thesis breaks, not when the quarter looks ugly.
Banking
Cash accounts are held with Macquarie Bank (MQG). Your money sits with the bank, not with us.
Contact Us
Book a Discovery Call
Over 20 years of experience working with an array of partners, we are proud to uphold long-term relationships with these valuable connections.