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

  • Setting a course for the new world of advice

    Setting a course for the new world of advice

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  • Cyber security lock

    Are you cyber aware? Key considerations for financial advisers

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  • Image of Luke Kidd and logo of Aegis Financial Planning

    A minute on me - Luke Kidd, Aegis Financial Planning

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  • Paul Wright Innovus Financial Solutions

    A Minute on Me - Paul Wright - The Self-Licensing Journey

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Upcoming Events

July Masterclass | Gold Coast

8:45 am - 3:00 pm
Gold Coast
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July Masterclass | Brisbane

8:45 am - 3:00 pm
Brisbane
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July Masterclass | Sunshine Coast

8:45 am - 3:00 pm
Sunshine Coast
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July Masterclass | Perth

8:45 am - 3:00 pm
Perth
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July Masterclass | Adelaide

8:45 am - 3:00 pm
Adelaide
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July Masterclass | Melbourne

8:45 am - 3:00 pm
Melbourne
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July Masterclass | Sydney

8:45 am - 3:00 pm
TBC
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July Masterclass | Cairns

8:45 am - 3:00 pm
Cairns
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July Masterclass | Virtual

10:00 am - 3:55 pm
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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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