Market-leading

Portfolio Management Solutions

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Client engament and satisfaction drives...

Business Growth

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Scalable, efficient and cost-effective...

Goals Based Investing

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WE SUPPORT ADVICE BUSINESSES BY FREEING UP TIME TO CONCENTRATE ON WHAT'S IMPORTANT - YOUR CLIENTS.

It's an investor-centric solution that enables advisers to align true end-to-end Goals Based Advice with Goals Based Investing.

The concept is simple – you directly link your clients’ goals to their investment portfolio. They have clarity, simplicity and peace of mind – because they understand it.

OUR PURPOSE

Make superannuation and wealth management better in every way.

The Dynamic Asset service is a turn-key solution that integrates seamlessly into the background of your business. Because it was built by planners for planners, we have everything a business needs to operate in an efficient and compliant manner to clearly demonstrate you are working in your clients "best interests".

Advisers now have a choice on how to help their clients and grow in a scalable, efficient, cost effective way.

For Investors

We’re a very different type of investment company

Everything we do is focused on your financial goals

Confidence and peace of mind

Value for money

For Advisers

Whole-of-business adviser solution

Market-leading Goals Based investment portfolios

A clear focus on your clients for improved client understanding, satisfaction and retention

A business model that’s built for growth

Independent recognition of our achievements include:

innovation-finalist multi-asset-class single-afsl
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