In uncertain times, investment expertise can be crucial

Free investment consult*

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We’ve got you covered

Market volatility is never pleasant, especially when it affects your money. But with the right team and information to back you, it’s possible to feel more confident about the investment decisions you make for your portfolio. We’re currently partnering with more than 8,000 members to help them grow and manage their wealth and we’re confident we can help you too. Book a free Investment Consult*.

Education seminars – your wealth, your way

Whether you’re interested in learning about investing, retirement super strategies or running your own SMSF, it’s never too late to start your financial journey and take control of your family wealth. Sign up for one of our obligation-free education seminars today and let our experts show you how it’s done.


Why our experts?

  • Access exclusive insights from our esteemed Investment Committee
  • Be guided by SMSF pioneers and industry-leading experts in super
  • Know what you’re getting for your fees – fee-for-service for 30+ years
  • Be confident in our multi-award-winning service
  • Be one of 20,000+ Australian families who have trusted us to manage their wealth

During your consult*, you will explore:

  • Investment ideas to help diversify your portfolio
  • Tax considerations for a changing super environment
  • How we support and partner with our clients

Aim higher. Meet with an expert who will discuss investment ideas and help you work out whether our supported services could be right for you.