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Made by Poloko

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We help Australians truly understand, manage, and expand their wealth.

Guided by value, we invest side-by-side to make Australians better investors.

$1bn+ funds under management

$1bn+ funds under management

Giving you access to diverse investment capability.

invest with us
Investing with you

Investing with you

Whether an adviser, investor, or trustee we have a solution.

our approach
We're led by wisdom

We're led by wisdom

To enable better lives, we offer you our experience.

our experts

The information contained in this website and video presentations is of a general nature. It is not advice or a recommendation to invest in a financial product and constitutes general financial product advice only. The advice has been prepared without taking into account your objectives, financial situation or needs. You should, before acting on the advice, consider the appropriateness of the advice having regard to your objectives, financial situation and needs. Before making a decision about whether to acquire a financial product, you should obtain and consider the Product Disclosure Statement, Information Memorandum or Financial Services Guide. We encourage you to obtain professional advice before deciding to invest in a financial product.

Investment in securities and other financial products involves risk. An investment in a financial product may have the potential for capital growth and income but may also carry the risk that the total return on the investment may be less than the amount contributed directly by the investor. Investors risk losing some or all of their capital invested. Past performance is not a reliable indicator of future performance.