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Precept Investment Actuaries Pty Limited is a boutique investment research and actuarial consulting company.

Our primary activity is undertaking specialist research assignments in relation to the financial services sector. Our research specialty mainly relates to the financial assessment and valuation of financial services companies and particularly insurance companies operating in Australia and New Zealand.

A major business activity conducted by Precept includes Equity Investment Research. This includes the preparation of detailed investment analysis including:

  • business and product analysis,
  • industry trends and dynamics,
  • earnings assumptions and forecasts,
  • balance sheet assessment
  • risk assessment and
  • valuation.

We also offer consulting advice in relation to a number of strategic investment advisory matters.

Precept is not licensed or authorised to advise retail clients.

Our research findings are not published. The results are confidential and strictly private to our client base.

ABN 21 126 585 493 | AFSL 316737 Copyright © 2023 Precept Investment Actuaries Pty Limited. All Rights Reserved.