The Institutional Shift: Your Private Investment Company
The Setup: $1,361 (Includes your $611 ASIC Registration + our Private Concierge setup).
The Membership: $1,079/yr (Includes your $329 ASIC annual fee + ongoing Portfolio Support & Community).
Sole Signatory
Institutional Custody
Your Portfolio is Not Just a Savings Account. It’s your Private Bank.
Your Capital. Your Control. Our Infrastructure.
A Global Command Centre in the Heart of your city.
You Don't Need a Million to Start Like a Millionaire.
The elite don't wait until they are rich to build a company; they build a company to get rich. Whether you are starting with $5,000 or $50,000, the "Institutional Method" is the same.
The $5,000 Founder: You are building the habits and the legal structure now. By starting as a Pty Ltd, every dollar you save is tax-protected from Day 1. You are practicing the "Buy, Borrow, Build" strategy while your portfolio is small, so you are ready when it is large.
The "Small Asset" Advantage: Even with $50,000, you are building Collateral Value. While you might not draw an ELOC today, you are seasoning your account. Professional brokers reward "account age" and "consistency."
Lowering the Barrier: We’ve kept our Founders Circle fee at $750 to ensure that even those starting out can afford the same professional structure as a $1M investor.
Most people work for an income, but the wealthy operate through a structure. If you are investing in your own name, you are likely paying up to 45% tax on your success. It’s time to move from a "hobby" or, even worse, no investments to a Private Investment Company.
Why the "Private Desk" matters:
The 25% Edge: Why pay personal tax rates on your growth? By operating through a Pty Ltd structure, you access corporate tax rates (25%), allowing you to reinvest more and compound faster.
Asset Protection: We help you build a "Corporate Veil" that separates your family home and personal life from your investment risks.
Generational Wealth: An individual account ends with you. A company is a permanent vehicle that can be passed down, funding your family’s lifestyle for generations.
Corporate Veil
We understand that for the regular family, safety isn't just a feature—it’s the foundation. Re. Analytics and Sierra Capital Investment Fund never touch your money. We build the vault; you hold the only key.
The 3 Pillars of Security:
You Are the Sole Signatory: Your company (Pty Ltd) is the owner of the account. Re. Analytics has zero access to your funds, your passwords, or your ability to withdraw. We provide the map; you drive the vehicle.
Institutional Custody: Your assets are held by Interactive Brokers (IBKR)—a multi-billion dollar, NASDAQ-listed global giant with over 45 years of history. They are regulated by ASIC in Australia and the SEC in the US. Your money isn't "with us"—it’s in the same vault used by the world's largest hedge funds.
The "Corporate Veil": By investing through a Pty Ltd structure rather than your own name, you create a legal barrier that protects your personal assets (like your family home) from your investment activities.
Most people see stocks as something you buy and sell for a profit. The wealthy see stocks as collateral.
Unlock Liquidity without Selling: By building a professional portfolio in a Pty Ltd structure, you can access Equity Lines of Credit (ELOCs).
Borrow Against Your Success: Instead of selling your shares and triggering a massive tax bill (Capital Gains Tax), you can borrow against the value of your portfolio at institutional interest rates.
Lower Interest Rates: Because your portfolio is held in a professional brokerage like IBKR, you gain access to margin lending rates that are often significantly lower than personal loans or credit cards.
The "Buy, Borrow, Die" Strategy: Use your portfolio to fund a luxury lifestyle, buy real estate, or reinvest— all while your original assets continue to grow and compound tax-effectively.
"Assets Speak Louder Than Income"
The biggest mistake new investors make is thinking their salary is their wealth. It isn't. Your portfolio is. Once your holdings reach a professional scale, the financial world changes its rules for you.
Through the Re. Anaytics Private Desk, we help you consolidate your assets into a single, powerful corporate vehicle. As this vehicle grows, your 'Cost of Capital' drops. You gain the ability to leverage your stocks to fund a lifestyle, buy property, or expand your business at rates that individuals simply cannot access. You aren't just buying stocks; you are building a Private Bank where you are the Chairman."
Why a Stock Portfolio is the Ultimate Asset.
High Liquidity: Unlike property, you can turn your stocks into cash (or credit) in seconds.
Zero Maintenance: No tenants, no leaky taps, no council rates. Your company owns the most profitable businesses on earth while you sleep.
The Ultimate Collateral: Banks and institutional lenders love liquid assets. A $1M stock portfolio is often more powerful for securing low-interest credit than a $1M property.
Ready to Build Your Vault?
We don’t expect you to move your family’s legacy based on a website. Let’s meet at the State Buildings in the Perth CBD for a 1-on-1 strategy session. We’ll show you the math, the platform, and the path to your first $1M.
We don’t just open an account; we build you a global treasury.
Multi-Currency Mastery: Own USD, EUR, and GBP. When the Australian Dollar fluctuates, your lifestyle stays protected because your company holds global "Hard Currency."
150+ Markets: From your desk in Perth, your company can own pieces of the world’s most elite firms—from Silicon Valley tech giants to European luxury houses.
The Tech Concierge: We handle the complex 40-page institutional onboarding. We don't send you a manual; we jump on a screen-share and build the dashboard with you.
BUY: Use Re. Analytics to set up your Pty Ltd and IBKR infrastructure. Start accumulating global, high-quality assets (Apple, LVMH, Berkshire Hathaway).
BORROW: Instead of selling when you need liquidity, you use your portfolio as the "Ultimate Collateral" to secure low-interest funding.
BUILD: Because your original assets never left the market, they continue to compound. You use the borrowed funds to build your life, while your portfolio builds your legacy.
The Architecture of Trust
Your wealth is built on professional-grade infrastructure.
ASIC Regulated: Your company is registered and governed under Australian Corporate Law. You operate within the gold standard of financial oversight.
Global Custody: Assets are held by Interactive Brokers (IBKR)—a NASDAQ-listed pioneer with over $12B in equity capital and 45 years of institutional history.
Total Autonomy: Re. Analytics and Sierra Capital Investment Fund provide the roadmap and the community, but we never have access to your capital. You remain the sole Director and signatory of your private bank.
Case Study: The "New Legacy" Launch
The Client: A Perth professional with $20,000 in savings and no investment experience.
The Worry: "I don't want to lose what I've worked for, and I don't understand the tech."
The Sierra Capital Investment Fund Solution:
Infrastructure: Re. Analytics sets up their Pty Ltd. They are now the "Managing Director" of their family's wealth.
Setup: We organise a 1 -1 meeting. We set up their IBKR dashboard to be simple: one screen, three buttons.
The Outcome: In Year 1, they saved 15% on their tax bill compared to their peers. More importantly, they have the peace of mind knowing that if they ever want to buy a house or a car in 5 years, they have a professional asset to borrow against, rather than just a "savings account.”