What We Offer
Your financial future is personal, but that doesn’t mean you need to prepare for it alone. Our comprehensive support, steady counsel and wide array of available services help clients stay on track, even when markets are choppy or life is unpredictable.
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Portfolio Management
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Tailored Solutions
Professional Investment Portfolio Management
You deserve a tailored portfolio, not a one-size-fits-all strategy. At Fisher Investments Australia, we take the time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. Then we create a personalised investment plan and help you stay disciplined with proactive service and educational resources. We believe the active, flexible approach our parent company, Fisher Investments, takes with portfolio management can help clients meet their long-term objectives.
Tailored Solutions
When planning for retirement, an average retirement strategy is most likely to end with an average result—at best.
We believe there is no such thing as one-size-fits-all when it comes to retirement strategies. Our professionals look at your entire financial picture to implement strategies to fit your needs, retirement goals and investment time horizon.
Becoming a Client
Trusting someone else with your hard-earned retirement savings can be an overwhelming experience. We want your decision to become a client to be as straightforward and stress-free as possible. When you become a Fisher Investments Australia client, your Investment Counsellor and our operations teams help make your onboarding process as uncomplicated and smooth as possible.
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Learn why 155,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 01/07/2024
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