Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
OUR PORTFOLIOS
A range of portfolios for every investment journey
We offer a diverse range of portfolios tailored to suit investors of all risk appetites and financial goals. We recognise that every investor is at a unique stage in their financial journey, with different needs and objectives. That’s why we provide a variety of investment solutions designed to align with varying levels of risk tolerance and growth aspirations.
Our portfolios are structured into three distinct groups: the Focus Series, Prosperity Series, and Executive Series, each offering unique characteristics to match different investment strategies.
Diverse range of portfolios for all financial goals.
| Focus Series | Prosperity Series | Executive Series |
|---|---|---|
| Each portfolio comprises a single asset class | Each portfolio holds securities from a variety of asset classes | Each portfolio owns a range of managed funds |
| Managed Investment Portfolio | Managed Investment Portfolio | Diversified by asset class |
| Complete visibility of investments | Complete visibility of investments | Complete visibility of funds held |
Focus Series
Each portfolio comprises a single asset class
Managed Investment Portfolio
Complete visibility of investments
Prosperity Series
Each portfolio holds securities from a variety of asset classes
Managed Investment Portfolio
Complete visibility of investments
Executive Series
Each portfolio owns a range of managed funds
Diversified by asset class
Complete visibility of funds held
Below, you’ll find a brief overview of each portfolio series, along with links to more detailed information to help you choose the right fit for your investment goals.
Focus series
The Focus Series offers investors concentrated exposure to the main asset classes investors seek, including small and large Australian shares, global shares, real estate, and fixed interest.
We offer five Managed Portfolio options:
Australian Equities Portfolio
Emerging Companies Portfolio
Global Equities Portfolio
Property Securities Portfolio
Fixed Interest Fund
Prosperity series
The Prosperity Series portfolios provide investors with an easy way to diversify their investments according to a prescribed risk profile. These portfolios hold a highly diversified mix of securities and are available on the HUB24 platform.
We offer five Managed Portfolio options:
Prosperity Series Capital Stable Portfolio
Prosperity Series Conservative Portfolio
Prosperity Series Balanced Portfolio
Prosperity Series Growth Portfolio
Prosperity Series High Growth Portfolio
Executive series
The Executive Series portfolios invest in a range of managed funds, providing high levels of diversification while still retaining exposure to high-quality investments. We use our investment expertise from decades of investing experience in selecting some of the best fund managers in Australia across asset classes, presenting a portfolio to suit all risk profiles. The Executive Series Portfolios are available on the HUB24, BT Panorama, and AMP North platforms.
We offer five multi-manager Portfolio options:
Executive Series Capital Stable Portfolio
Executive Series Conservative Portfolio
Executive Series Balanced Portfolio
Executive Series Growth Portfolio
Executive Series High Growth Portfolio
Contact us today
How to invest
All investment options are available in both Investment and Superannuation environments. The portfolios are offered on a variety of platforms and are offered as either a separately managed account (SMA) or a managed discretionary account (MDA), depending on the platform. For more information on how to invest with us, visit the Invest With Us page or speak to one of our financial advisers today.
Enquire today to see how we can help.