Becoming a Client

You’ve worked hard, and trusting someone with your retirement savings can be overwhelming. Fisher Investments Australia® wants to make sure your choice to become a client is as straightforward and stress-free as possible. Our step-by-step process is designed to be simple and hands-on to provide you every assurance that your financial future is in the right hands.

Fisher Investments Australia is part of the global Fisher group of companies.

First Steps

When Fisher Investments Australia begins a relationship with a prospective client like you, we take the time to understand the full scope of your financial situation and the goals for your retirement. Only after we have an in-depth understanding of the details of your financial circumstances do we make a portfolio recommendation for you.

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Your Tailored Portfolio Recommendation

Your local representative will share the details about your goals and financial situation with a Fisher Investments Australia analyst, who will review your information and prepare a portfolio recommendation for you. When we review this recommendation with you, we’ll explain our strategic plan to manage your hard-earned money and detail the alignment with your financial circumstances, however they might evolve or change.

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Ongoing Support

As a client of Fisher Investments Australia, you’re not simply an account number. You get direct, proactive service from your Investment Counsellor, who will not only support you during the account opening and portfolio recommendation process, but will also introduce you to the many services available to you as a client.

Your Investment Counsellor will be your liaison to the Fisher Investments’ Investment Policy Committee (the decision-makers for your portfolio) and Research Department, among a host of other resources.

In getting to know you personally, your Investment Counsellor will seek to learn more about your retirement goals, financial obligations, and other details about your family, health, interests and aspirations. The better they know you, the better Fisher Investments can tailor an investment strategy aligned to your personal situation and goals.

On an ongoing basis, your Investment Counsellor will update you with Fisher Investments’ views on the equity market and other information that may affect your portfolio. As a Fisher Investments Australia client, you will also have access to a wealth of information and client resources.

If anything about your life or financial goals changes, your Investment Counsellor will make sure your portfolio is still on track to provide what you need. You can call your Investment Counsellor at any time with any questions or concerns about your portfolio. Whether your Investment Counsellor picks up the phone or you do, you can count on Fisher Investments to help you spend more time enjoying your life instead of worrying about how you’ll pay for it.

Learn More

Learn why 165,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 30/09/2024
Includes Fisher Investments and its affiliates.

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