20 Strategists in Melbourne

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Strategy Consultant tasks in Melbourne

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I have started my own business. I’m looking for a template to use when creating a pitch or strategy doc for new clients. I need it to outline current investments or portfolio, the changes, reasons for the change, new asset allocation, reasons why to be on the advice service, fee disclosure. Anything that you deem could be relevant in a pitch like this to HNW clients. Want to make it look classy, high quality. I need it to be editable and easy to adjust form time constraints.

Thu Jul 10 2025

5 days ago

Open

Advice around long term investment, diversity, property, trust and strategy.

Wed Jun 18 2025

28 days ago

Open

I’m seeking a competent and profitable day trader to either: - be set up as copy trade linked to my account (we will both profit with your trades) - gain access to my account and trade successfully (share profits 50/50 where I will send you the amount via crypto or bank transfer) Note: I’m not looking to gamble with my money and am not interested in getting my account blown. My balance is under $1000 AUD - ideally, I want a safe/low risk strategy. We will both need to gain trust in one another to build a profit making relationship long term (or for a term we both agree on).

Wed Jun 18 2025

28 days ago

Open

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Last updated on 15th Jul 2025

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20 Strategists in Melbourne

Receive no-obligation quotes from reviewed, rated & trusted Strategists in minutes.

See what you could earn

$0

Strategy Consultant tasks in Melbourne

Strategy Paper - investments Stockmarket - pitch deck

Financial Advisor Res property 30mins

Copy trade on PocketOption to share profits