Sydney  ·  Global Equities

Better is possible.
We're here to prove it.

Golden Leaf Capital gives Australian investors direct, efficient access to global capital markets — institutional rigour, personal accessibility, and total transparency on every fee.

1%
Annual service fee
IBKR
Direct custody & execution
0
Hidden fees or rebates
Executive Summary

Built by four professionals who'd seen enough.

Golden Leaf Capital is a Sydney-based investment firm giving Australian investors direct, efficient access to global capital markets.

Our commitment is simple: deliver superior, risk-adjusted returns relative to U.S. and Australian benchmarks, while holding ourselves to the highest standard of transparency and service.

We were founded by four professionals who watched the industry grow complacent and detached from client outcomes — and built this firm on the belief that exceptional performance and genuine client service should go hand in hand.

Our Mission

Golden Leaf Capital was founded to lift the standard of performance and accountability in an industry that has grown comfortable living off Australian investors' hard-earned dollars.

Our mission is to prove that disciplined investing, transparency, and genuine client care can deliver superior results — without the layers of complexity or cost that have become standard in wealth management.

Super is growing fast. Retail participation is at record levels. Yet the industry has traded long-term relationships for scale. We're doing the opposite: institutional rigour with personal accessibility, focused entirely on client outcomes.

"Better is possible. We're here to prove it."
Market Outlook & Investment Philosophy

Protect capital first. Then compound it intelligently.

FOCUS

U.S. equities, global reach

Our primary focus is U.S. equities, where structural tailwinds in artificial intelligence, energy transition, and global defence continue to create high-conviction opportunities. We maintain selective exposure to European and Asian markets for diversification and additional alpha.

APPROACH

Disciplined, data-driven

We blend rigorous fundamental research, technical timing, and macro-thematic awareness — particularly around AI acceleration and defence spending — to identify and manage high-probability opportunities in an environment of elevated volatility.

OUTCOME

Built for real portfolios

This integrated approach is designed to pursue superior, risk-adjusted returns across SMSFs, trusts, and personal portfolios — through disciplined execution and transparent communication at every step.

Business Overview & Fees

Every fee, in the open.

Annual Service & Execution Support Fee — per annum on account value, debited monthly by IBKR
1.0%
Brokerage Fee — per trade value, minimum $55, invoiced separately by Golden Leaf Capital
1.0%
All fees exclusive of GST. Full details of remuneration, services, and any potential conflicts of interest are set out in our Financial Services Guide (FSG), provided before we begin providing financial services.

Golden Leaf Capital specialises in global equities — primarily U.S., with selective European and Asian exposure. Following client instruction or consent, trades are placed through Interactive Brokers (IBKR), a global leader in brokerage known for institutional-grade execution, direct custody, and real-time transparency.

No trailing commissions. No foreign exchange fees. No platform fees. No other hidden fees.

  • We do not receive platform rebates from IBKR or any custodian
  • We do not accept soft-dollar benefits from research or execution providers
  • We do not receive payments of any kind from product issuers or third parties

General Advice & Execution is available for individuals, companies, Self Managed Super Funds, and trusts, for portfolios above $100,000.

Directors & Management Team

Four disciplines. One standard.

RC

Richard C

Director & Authorised Representative

Over 10 years' experience trading and broking derivatives across Australian and U.S. interest rate markets, with a focus on the short-dated bank bill curve and long-end bond futures. His scope later expanded to perpetual crypto futures, equity indices, and commodities — sharpening a strong bias toward downside protection and disciplined risk management.

RN

Richard N

Director of Investor Relations

A senior financial adviser with extensive experience in investment strategy, corporate advisory, and general advice support. Drawing on a background in equity trading, capital raising, and business advisory, Richard brings balanced insight into personal and corporate finance.

DS

Dave S

Director of Research

With nearly a decade in finance, David blends expertise in geopolitics, global economics, and real-time markets to deliver sharp investing insight — offering clear analysis without unnecessary complexity, and a client-focused instinct for risk management.

RF

Ryan F

Director of Operations

Focused on building structure and consistency behind the scenes, ensuring every aspect of the business runs with clarity and purpose. Ryan refines systems, improves efficiency, and supports smarter decision-making across the firm.

June 2026 Closed Trades

What we've traded — and what we're watching.

Past performance is not a reliable indicator of future returns. These are selected examples — not a representative sample of all client outcomes — showing the three best- and three worst-performing closed positions from trades opened on or after 22 April 2026 and closed by 26 June 2026. Individual results vary with position size, timing, and account instructions.
EntryExitTickerEntry PriceExit PriceChangeStatus
22/04/2603/06/26OUST$28.42$46.30+62.91%WIN
15/05/2603/06/26RKLB$123.70$137.00+10.75%WIN
15/05/2603/06/26MRVL$185.40$324.00+74.76%WIN
01/06/2625/06/26RDDT$180.48$161.00-10.79%LOSS
01/06/2625/06/26RBRK$79.79$74.00-7.26%LOSS
02/06/2626/06/26AAOI$197.15$131.00-33.55%LOSS
6
Total positions
3 / 3
Winners / Losers
16.14%
Avg return (shown trades)
+74.76%
Best
-33.55%
Worst
General information only — not personal advice, and not a recommendation to buy or sell. These notes reflect our research focus and don't account for your objectives, financial situation, or needs. Speak with us before acting on anything here.
General information only — not personal advice, and not a recommendation to buy, sell, or hold. These reports summarise publicly available company and market information and don't account for your objectives, financial situation, or needs. Where third-party analyst estimates are mentioned, they belong to those analysts, not Golden Leaf Capital, and can change at any time. Speak with an adviser before acting on anything here.

Let's talk about your portfolio.

For individuals, companies, Self Managed Super Funds, and trusts with portfolios above $100,000 — reach out for a conversation with our team.

info@glcwealth.com

Business Hours

Mon – Fri: 9am – 6pm
Sat: 9am – 1pm

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info@glcwealth.com