How We Get Your Financial Planning Right
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.