AFI : $8.00  
AGL : $8.56  
AIA : $6.71  
AKE : $13.40  
ALD : $33.53  
ALL : $33.78  
ALQ : $12.02  
ALU : $28.03  
ALX : $7.06  
AMC : $18.22  
AMP : $1.09  
ANZ : $25.69  
ARG : $9.46  
ASX : $82.80  
AWC : $1.66  
AZJ : $3.98  
BEN : $10.60  
BHP : $43.30  
BOQ : $7.51  
BPT : $1.58  
BSL : $18.15  
BXB : $11.08  
CAR : $19.25  
CBA : $106.28  
CGF : $7.31  
CIA : $7.81  
COH : $217.95  
COL : $18.05  
CPU : $22.78  
CRN : $2.32  
CSL : $273.52  
CWN : $12.87  
CWY : $3.00  
DMP : $68.39  
DOW : $5.58  
EBO : $35.27  
EDV : $7.64  
EVN : $3.84  
FBU : $5.00  
FLT : $19.77  
FMG : $20.75  
FPH : $18.29  
GQG : $1.61  
HVN : $4.43  
IAG : $4.53  
IEL : $22.92  
IGO : $11.96  
ILU : $10.75  
IPL : $3.60  
JBH : $46.01  
JHX : $35.71  
LYC : $9.32  
MEZ : $4.10  
MIN : $60.62  
MPL : $3.21  
MQG : $178.67  
MTS : $4.34  
NAB : $31.79  
NCM : $25.28  
NEC : $2.34  
NST : $9.12  
NXT : $10.79  
ORG : $6.83  
ORI : $16.12  
OZL : $23.29  
PLS : $2.80  
PME : $39.82  
PMV : $21.89  
QAN : $5.35  
QBE : $12.29  
QUB : $2.97  
REA : $109.13  
REH : $15.04  
RHC : $77.39  
RIO : $112.29  
RMD : $27.61  
S32 : $4.70  
SDF : $5.03  
SEK : $24.19  
SHL : $36.61  
SOL : $25.74  
SPK : $4.34  
SQ2 : $109.32  
STO : $8.23  
SUN : $12.20  
SVW : $18.43  
TLC : $4.70  
TLS : $3.93  
TPG : $5.77  
TWE : $11.59  
VEA : $2.89  
WBC : $23.94  
WDS : $29.12  
WES : $46.84  
WHC : $5.28  
WOR : $14.85  
WOW : $35.07  
WTC : $39.91  
XRO : $87.68  
YAL : $6.07  

Clients recommend us


We believe there’s no better recommendation than a satisfied client.
So we’re proud that our clients recommend us to their friends and family.

When they do, they say we:

  • Listen & Understand
  • Keep demonstrating that we have their best interests at heart
  • Have an extensive breadth of experience and depth of knowledge
  • Have a proactive communication program and regularly meet with them
  • Are committed to building lasting relationships

Personal Protection

Our approach to investment advice


It’s your role to set the course for your family’s financial future and its your decisions that will determine whether you get there.

We act as your close advisor, combining research with knowledge and experience to give you everything you need to reach your goals.

We take a refreshing and rigorous investment approach that’s based on decades of financial data. Then we help you purpose-build an investment portfolio that will give you the very best chance of securing your family’s future and achieving your financial goals.

It’s this approach, that’s given us a long track record of helping families just like yours protect their wealth and reach their financial goals.

We focus on:

  • Tailoring an investment approach that’s specific to your family.
  • Searching investments with the potential to offer higher- than expected returns.
  • Analysing decades of academic research that has a compelling track record of success.
  • Efficiently managing investment allocations through advanced portfolio design, trading and implementation.
  • Meeting regularly with a range of awarded global financial houses to review and update our approach.

Value of financial advice


Overwhelmingly, the research shows that advice improves the financial wellbeing of people who receive it. Moreover, better financial wellbeing flows on to better overall wellbeing, including improved mental and physical health and healthier relationships.

Findings from the 11,615 clients who currently receive advice from one of the seven IOOF owned Australian Financial Service Licensees - Bridges Financial Services, Shadforth Financial Planning, Consultum, Financial Services Partners, Lonsdale, Millennium3 and RI Advice - revealed the long-term benefits that financial advisers provide, with 90% of advised clients saying that accessing financial advice has left them in a better position financially and 89% reported that receiving advice allowed them to live their desired lifestyle.

WHAT OUR CLIENTS SAY
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