Learn from the Industry Experts

We have designed our approach to provide you with an optional wealth management solution that is truely tailored to your financial and lifestyle needs and goals, giving you confidence in the future of your financial security.


If you are to busy to manage a portfolio and want an expertly managed portfolio, you may consider one of our four ready-made managed portfolio options

Balanced Portfolio

Income & Growth

Risk: Conservative
Average of 5% Per Year

Suits members who want exposure to a range of asset classes and are less comfortable with large fluctuations in the value of their investments.To invest in a diversified portfolio of largely defensive assets like fixed interest and cash, and some growth assets like shares, property, infrastructure and private equity.

Core Growth Portfolio

Diversified

Risk: Medium
Average of 13% Per Year

Suits members who want exposure to a range of asset classes and are comfortable with the value of their investments fluctuating.To invest in a diversified portfolio of growth assets such as Australian and international shares, property, and infrastructure and private equity with some fixed interest and cash investments.

Inter Equities Portfolio

International

Risk: Low to Medium
Average of 18% + Per Year

Suits members who want to invest in a specific asset class and are comfortable with the value of their investments fluctuating and that returns will reflect changes in security prices on listed markets which will be different from (and more volatile than) returns from owning real property. To invest in a diversified portfolio of securities (including but not limited to) listed property securities.

Diversified Portfolio

Capital Preservation

Risk: Medium to High
Average of 20% Per Year

Suits members who want exposure to a range of asset classes and are comfortable with the value of their investments fluctuating.To invest in a diversified portfolio of mainly growth assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.