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ENFRDE
About Foris Capital

Built on disciplined wealth guidance.

Foris Capital is built for Australian investors who value clear communication, thoughtful portfolio construction and disciplined long-term guidance.

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Australia
Australian market focus
IPOs · Funds · Bonds
Core areas of expertise
Our Story

Built for Australian investors.
Guided by clarity.

Foris Capital is a modern advisory brand for Australian investors, delivered through Foris Capital AU Pty Ltd with a focus on clear decisions across equities, managed funds and income strategies.

From our earliest days, we recognised that too many investors face unnecessary complexity when navigating public offerings, fund selection and fixed income markets. Our response was not to add more products or noise, but to build an advisory firm that prioritises selectivity, clarity and long-term perspective above all else.

Our focus is Australia first, supported by a global market lens. We help clients assess opportunities carefully, structure portfolios deliberately and make decisions with discipline rather than noise.

Our role has always been the same: to help investors see more clearly, decide more confidently, and build capital with discipline rather than speculation.
— The Foris Capital approach
Our Journey

A clear path to
considered growth.

Every step in our development has been guided by the same question: does this serve our clients better?

2024
2024 — Foundation

Built for
Australian investors

Foris Capital AU Pty Ltd was established to provide specialist advisory access to Australian capital markets.

01
May 2022
North Sydney, NSW
2024 — Licensing

Proven through
volatility

From licensure, the advisory model has prioritised measured allocation and transparent communication through changing market conditions.

02
Apr 2024
Retail and wholesale clients
2024–2026 — Building

Compliance-ready
foundations

Compliance frameworks, disclosure documentation and client onboarding processes were developed to support the advisory model within the local regulatory framework.

03
Launch Ready
Governance and disclosure
Today — Continuing

Disciplined.
Selective. Clear.

Foris Capital serves Australian investors who value clarity over complexity, discipline over speculation and long-term perspective over short-term noise.

04
Australia.
Investor-first advisory
Our Values

Six principles that
guide every decision.

These are not marketing statements. They are operational commitments that shape how we evaluate opportunities, advise clients and conduct ourselves as a firm.

01

Discipline Over Speed

We do not rush. Every recommendation is considered, researched and aligned with the client's profile before it is made.

02

Clarity Above All

Investors should understand what they own, why they own it and what to expect. We explain in plain language, not jargon.

03

Selectivity as Standard

We focus on what is relevant to our clients, not what is merely available. Saying no is as important as saying yes.

04

Relationships, Not Transactions

We invest in understanding our clients' goals, circumstances and risk perspective before we invest their capital.

05

Transparency in Process

Clients see how decisions are made, how opportunities are evaluated and how their positions are monitored over time.

06

Long-Term Conviction

We build portfolios for durability, not for quarterly performance theatre. Structure, quality and patience drive better outcomes.

How We Work

A structured path from
conversation to confidence.

Our advisory process is designed to ensure that every recommendation is considered, suitable and clearly understood before any capital is committed.

1

Initial Conversation

We begin by understanding your objectives, experience, risk perspective and time horizon — before discussing any specific opportunity.

2

Research & Selection

Our team evaluates opportunities across IPOs, funds and fixed income through a disciplined lens of quality, structure and suitability.

3

Clear Recommendation

Every recommendation is presented with context: why it may be relevant, what the risks are, and how it fits your broader allocation.

4

Ongoing Guidance

We provide structured reporting, market perspective and proactive communication — not just when markets move, but consistently.

Credentials & Governance

Built for Australia.
Prepared for compliant launch.

Australian market focus

Foris Capital AU Pty Ltd provides financial services to retail and wholesale clients across approved product classes.

Company registration

FORIS CAPITAL AU PTY LTD is registered in Australia.

Authorised product classes

Official records list authorisations covering deposit and payment products, government bonds, life products, managed investment schemes, RSA products, securities and superannuation.

Victorian operating footprint

The registered address is Level 9/146 Arthur St, North Sydney NSW 2060, Australia.

Sydney Melbourne Brisbane
Australia
Australia
Our Presence

Australian focus.
Client-first guidance.

Registered office

North Sydney, NSW

Designed for clients based in Australia who want calm, relationship-led advisory and disciplined portfolio communication.

Registered address: Level 9/146 Arthur St, North Sydney NSW 2060, Australia
(02) 8323 7169
Advisory access

By appointment

Designed for clients across Australia, with in-person meetings available by appointment.

Digital and in-person meetings by appointment

Start with a conversation,
not a commitment.

Whether you are exploring wealth strategy for the first time or looking for a more disciplined advisory relationship, we welcome the opportunity to understand your perspective.

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