Documents
See below copies of documents to assist you with your Financial Planning. Please note that it is possible that the creators of these documents may have issued more recent versions.
Forms
Client Fact Find Form - use this to provide information needed for us to give you financial advice
Client Fact Find - Word Document
Investment platform product disclosure statements
Asgard Infinity eWrap Superannuation and Pension
Asgard Infinity eWrap Investments
Asgard Infinity eWrap Investment Selection
Fund manager product disclosure statements
Perpetual Wholesale Ethical SRI Fund PDS
Firetrail Absolute Return Fund PDS
Charter Hall Maxim Property PDS
Fund manager information sheets
PIMCO Global Bond manager profile
PIMCO Australian Bond manager profile
MFS Fully Hedged Global Eq profile
Magellan Global manager profile
Magellan Global Hedged Profile
Firetrail Absolute Return Aus Share Profile
Cromwell Phoenix Property manager profile
Bentham Global Income Fund Profile
Bennelong Australian Share Profile
Alphinity Sustainable Australian Share Fund Profile
Allan Gray Australian Equity manager profile