Our product providers

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Our product providers

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.

Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us

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