Our Partners

work with us to redefine wealth services

Our established partnerships provide you with easy access to a range of investment options and opportunities

The Australia and New Zealand Banking Group Limited, commonly called ANZ, is an Australian multinational banking and financial services company headquartered in Melbourne, Australia.

BetaShares is a leading manager of ETFs and other Funds that are traded on the Australian Securities Exchange (‘ASX’).

Today, Class is the leading provider of cloud-based administration software for SMSFs, with around 28% of all SMSFs administered on Class Super.

FNZ is a global financial services platform, transforming investment and retirement outcomes for all people. It partners with banks, insurers, asset and wealth managers to help people achieve their financial goals.

Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 160 countries have entrusted us with their investments, making us one of the world’s largest asset managers with $1.5 trillion (USD) in assets under management

Freehold is a specialist manager of domestic property and infrastructure. A seasoned team, with extensive experience across all real estate sectors, the capital structure and risk spectrum.

Individuals around the world look to UBS to provide them with the advice, expertise and opportunities they need to grow their wealth.

Morningstar’s mission is to empower investor success. We tirelessly pursue new ways to combine our data and fiercely independent research with design and technology to help investors reach their goals.

Vanguard is one of the world’s largest global investment management companies serving financial advisers, retail clients and institutional investors for more than 20 years in Australia.