Investment Solutions

Access world class investment managers and platforms

Your advice helps your clients make critical financial decisions. We provide the tools that help you advise your clients as well as protect and manage their investments.

  • Guiding Principles

    Providing advisers and their clients with world class investment solutions.

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  • Ventura Managed Account Portfolios (VMAPS)

    A managed account solution that provides your investors with professionally managed diversified investment portfolios.

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  • Ventura Managed Funds

    Managed funds that can provide the core of your clients' investment portfolios.

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  • Platform Solutions

    A range of partnered platforms utilising market leading investment administration providers.

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Viewpoints

  • Future Office

    Growing your business in uncertain times

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  • Setting a course for the new world of advice

    Setting a course for the new world of advice

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  • Belinda Rayment, Makaira Financial Solutions

    A minute on me – Belinda Rayment, Makaira Financial Solutions

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  • Cyber security lock

    Are you cyber aware? Key considerations for financial advisers

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Upcoming Events

July Masterclass | Virtual

10:00 am - 3:55 pm
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Annual Partner Summit 2021 | Port Douglas

Port Douglas
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Meet The Team

Patrick Jackson 636x756

Patrick Jackson

Head of Investment Services, Investment Solutions Service and Delivery
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Annabelle Do

Annabelle Do

Investment Operations Officer, Investment Solutions Service and Delivery
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Catherine Lavender636x755

Catherine Lavender

Investment Solutions Consultant
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Matthew OSullivan636x755

Matthew O'Sullivan

Investment Solutions Service Delivery Manager
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