How We're Different
Throughout its history, Fisher Investments has worked in clients’ best interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalised approach and commitment to serving clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, world-class client service, unique perspectives and a fee structure designed for your success.
Our Client-First Culture
When you work with dedicated professionals who care about your well-being, it gives you confidence and peace of mind. Our culture focuses on always putting clients’ interests first.
Investment Experience
Fisher Investments’ Investment Policy Committee (IPC) is the dedicated team that makes all strategic investment decisions for client portfolios. The IPC has over 150 years of combined experience in helping clients meet their investment goals and objectives.
A Global Investing Thought Leader
Fisher Investments’ time-tested portfolio management processes start with an analysis of global economic, political and sentiment drivers and how they might affect asset class categories.
Our Structure
Fisher Investments Australia is part of the global Fisher group of companies. When you become a client, Fisher Investments Australia will serve as your investment manager. Fisher Investments Australia outsources portfolio management to its US-based parent company, Fisher Investments.
Fisher Investments has a long history and respected reputation for serving the diverse needs of high net worth individuals and institutions across a range of investments structures. As of 30/09/2024, Fisher Investments and its subsidiaries manage over $423 billion in assets globally—over $360 billion for private investors and $63 billion for institutional investors.
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Private Client Group
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Institutional Group
Private Client Group
You’ve worked hard and saved prudently throughout your life. Fisher Investments Australia can help you retire comfortably and confidently through tailored money management, proactive client service and a fee structure aligned with your success.
Institutional Group
Fisher Investments sets itself apart through a rigorous investment process. We believe our top-down approach is uniquely suited for managing portfolios, and contrasts with the more bottom-up approaches of many competitors.
Our Leadership
Fisher Investments prides itself on having a well-established, tenured leadership team that has been helping clients achieve their financial goals for over 40 years.
Learn More About Our Leadership TeamFacts and Figures*
*As of 30/09/2024. Includes Fisher Investments and its affiliates.
Retirement Guides
Our ongoing insights offer information on retirement planning, retirement income and much more. They’re available at no cost or obligation to you.
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The 15-Minute Retirement Plan
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The Definitive Guide to Retirement Income
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When to Retire
The 15-Minute Retirement Plan
Wholesale investors with a $750,000 portfolio, download The 15-Minute Retirement Plan. Even if you have something else in place right now, it never hurts to review your options!
The Definitive Guide to Retirement Income
Do you know how much a comfortable retirement will cost—and how you will pay for it? The Definitive Guide to Retirement Income can help you build a plan for generating the wealth you need to retire the way you want. From defining goals and objectives to establishing sources of income, learn ways to prepare for a financially successful retirement with this free guide.
When to Retire: A Quick and Easy Planning Guide
How many times have you wondered, “When will I be able to retire?” Maybe you’re still working and haven’t thought about retirement much, or maybe retirement is right around the corner and you’re simply waiting for the right time to take the next step. No matter your age or where you are in your career, the time to think about your retirement is now.
Insights & Media
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In The News Markets on the rise as Trump’s victory brings certainty13/12/2024 12:00:00 AM
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Macro Insights Macro Insights Q4 202427/11/2024 12:00:00 AM
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In The News Are RBA cuts coming? Why it doesn’t matter19/11/2024 12:00:00 AM
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In The News Crypto reforms will be moved to the ‘backburner’ under Trump’s administration9/11/2024 12:00:00 AM
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments Australia®.