We offer a range of investment funds and specialised legal, social and financial products and services to help you grow your business. Our aim is to provide a service in a way that adds value to yours, working closely with you to strengthen and deepen your relationships with your clients.

Financial Advisers

We have a long history of partnering with Financial Advisors and Professional Services Providers. We see our role as supporting the relationship you already have with your client, allowing you to be an effective and proactive advisor across all facets of your client’s wealth landscape.

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Legal Profession

We’ve been working with the legal profession nationally for many years and built strong working relationships with many practitioners. As Australia’s leading specialist trustee company, our aim is to provide a service in a way that adds value to yours.

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