Our products

Our products



Product snapshot



  • Broad investment menu that provides access to some of Australia's leading fund managers, ASX listed companies and term deposits
  • Exchange traded funds
  • Comprehensive group and retail insurance offering
  • Cash account used as working hub for all fees, switches etc.
  • Full flexibility in relation to the management of income distributions
  • Auto-rebalancing
  • Cash account top-up default set by the adviser
  • Electronic online switching
  • Margin lending (IDPS only) with options of various margin lenders
  • Support for the administration of in specie transfers

Our suite of products includes the: