We can arrange the following products and services:

  • Superannuation, including retirement savings accounts
  • Employer superannuation
  • Self managed superannuation funds (SMSF)
  • Managed investments
  • Separately managed accounts
  • Investor directed portfolio services
  • Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
  • Standard margin loans
  • Loans including: mortgages, rural loans, commercial loans, reverse mortgages
  • Retirement income streams, including pensions and annuities
  • Insurance (life cover, disability, income protection and trauma)
  • Life investment products including whole of life, endowment and bonds
  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • Arranging for listed securities, shares and debentures to be bought and sold via a platform
  • Arranging for listed securities, shares and debentures to be bought and sold via a broker
  • Securities (including listed securities and corporate debentures)
  • Exchange traded funds
  • Where an administration platform is recommended, we also offer a Limited Managed Discretionary Account service
  • Limited selection of investment guarantees