My passion is helping individuals, companies and brands realise their full potential, through value identification, due diligence and risk-adjusted investments.

Core Competencies And Areas Of Knowledge

Few people bring to their profession the inherent qualities of reputation and top performance; usually, these are developed along the way.

Early on, Luis recognized the value of four magic “I” words: Interest, Innovation, Integrity, and Influence. By integrating these into an everyday attitude, he was able to face every professional and business dealings with unmatched confidence and achieve outstanding results.

Luis’s career successes are the product of a proven background at the coalface – in the management and creation of tens of millions of dollars in value across the business, property and real estate investment projects.

With the experience and knowledge, Luis has gained over his combined 20+ year career in Australia and overseas, he believes there is nothing more rewarding or satisfying than making use of these skills for the benefit of his valued clients. Here are just some of his core competencies and areas of expertise.

Market Research
Due Diligence
Strategic Sourcing & Acquisition
Investment Management
Contract Management
Asset Appraisal
Private Equity
Financial Management
-Analysis and Reporting
Trust Fund Management
Customer Service
Statutory Compliance
Quality Assurance
- ISO 9000
-AUS/NZ Standards

Investment Management

  • Responsible investment management ensuring performance hurdles and objectives are met
  • Managing internal and external service providers to deliver asset strategies and manage key investment risks, including environmental, social and corporate governance
  • Alignment with stakeholders through superior performance management and cash flow forecasting

Financial Management

  • Treasury and debt capital management to deliver and support investment strategy
  • Liquidity planning and control to mitigate operational and financial risk
  • Cash management and optimal capital structure analysis
  • Management of interest and currency risk

Trust Fund Management

  • Incorporates trust management accounting and trustee services
  • Working with the trustee in relation to compliance, governance and legal obligations of the trust
  • Overseeing the day-to-day procedures of the trust, including compliance with distribution and tax obligations
  • Preparation of trust financial accounts and seamless management of the auditing process

Kind words from just a few of Luis’ clients and peers