What we do

And how we do it

Model Portfolio Service

Behind every great financial plan lies a transparent, rigorous, evidence-based investment proposition.

  • Overview

    Supporting our private clients and financial planners across the nation is our model portfolio service (MPS).

     

    Our investment committee consists of 80+ years of experience and genuine passion to create a positive impact have developed an investment proposition which is low-cost, reduces investment risk to clients and compliance / regulatory risk to financial planners and is easy to understand.

     

     

     

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    Conservative Income Balanced Growth Global Growth

     

Model Portfolio Service

What we do

And how we do it