Top performing fixed income fund - 11.87% 1 year return*

WHY CHOOSE US?

We provide self directed investors with high quality education, unique insights and access to a broad range of investment options to help you achieve your financial objectives.

 

Top Performing Fixed Income
 

Mason Stevens Credit Fund has returned 10.01% p.a. since inception^

Simple Flexible Certain

 

Introducing a new way to allocate fixed income investments in your portfolio.

WE HAVE MOVED
 

Office address: Level 21, 9 Castlereagh Street Sydney

Postal address: GPO Box 5003 Sydney NSW 2001

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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