Why choose us?

Institutional Quality

Institutional Quality

Institutional Quality

Experienced team with high calibre skills and internationally recognised qualifications

Reasonable Price

Institutional Quality

Institutional Quality

Competitive and flexible pricing

Contextual Advice

Multi-Manager Experience

Multi-Manager Experience

Intensive focus and meaningful engagement with a limited number of clients

Multi-Manager Experience

Multi-Manager Experience

Multi-Manager Experience

Award winning portfolio managers

Our Experiences

Experience

Experience

Experience

Asgard Wealth Solutions
Australian Government-Department of Defence
Bankwest
Eckler Consultants + Actuaries
Government of WA- Department of the Premier and Cabinet
MTAA Super
Prime Super
Royal Bank of Canada
Statewide Super
Transamerica Life Canada
West Innovation Partners
Western Power
Westscheme Super
Whitehelm Capital
Wyllie Group

Qualified

Experience

Experience

Australian Institute of Company Directors
Australian Institute of Superannuation Trustees
Australian National University
Canadian Institute of Actuaries
CIMA Society of Australia
Curtin University
FEAL Pimco
Kaplan
Society of Actuaries
Western University of Canada

Credible

Experience

Credible

Australian Shareholders Association (Perth)
Business News
Centre for Investor Education
Chief Investment Officers Symposium (Melbourne)
CFA Society (Perth)
Conexus Financial
Countryman
Curtin University (Perth)
Ethical Investment Week (Web)
Farm Weekly
Intrepid Minds Asset Allocation Forum (Sydney)
Investment Magazine
Local Government Finance Professionals (Perth)
Medical Forum
Nasdaq Governance Institute (Perth)
RedFM
The Australian Financial Review
The West Australian
TrailBlazer leadership program (Perth)
United Nations Association (Perth)
Women in Super (Perth)