Our Products

Managed Investments and Unit Trusts

A managed trust or unit trust pools the money of many investors for investment in a particular class or classes of assets, including global shares, Australian shares, property securities, bonds and cash. Investing in a managed fund or unit trust creates more investment opportunity and greater diversification resulting in enhanced performance over the long term with lower risk.

Borrowed Investment Funds

Borrowing to invest, also known as gearing, has long been a popular wealth creation strategy. By enabling you to invest more money, gearing has the potential to improve your investment returns while possibly reducing your annual tax bill.

Allocated Pensions

An allocated pension is an investment that allows you to rollover your super money into an account held in your name in a super fund. The returns you make on your investments are added to your account, which pays you tax effective, regular income payments in retirement.

Annuities

An annuity offers a guaranteed regular income for either a fixed or for the remaining lifetime of the annuitant in exchange for a lump sum investment.

Home Loans

When tailoring a financial plan to suit you, we have the ability to offer home loan finance at competitive rates to either purchase a new home or refinance an existing mortgage.