An effective financial plan combines sound strategies and astute product selection.
Our approved product list is drawn from a broad range of fund managers. It includes those funds we believe are the best in each major asset class – Australian shares, global shares, listed property, fixed interest and cash. It incorporates a core selection of high profile fund managers together with some specialist boutique funds selected to meet specific client needs. Before adding a fund to the approved product list, we conduct rigorous analysis to identify the most skilled and consistently high performing fund managers in each asset class. Each fund manager is also reviewed regularly to ensure it continues to meet our criteria.