We believe that attaining "genuine wealth" means connecting your money with what you value most. 
We are passionate about delivering "real" wealth solutions to Australians. 

We are breaking the mould by offering clients a "genuine" sense of wealth by redefining what it means and helping 
​Australian's  reach the things that make life worthwhile.
As we enter 2020, “whether shares are expensive” seems to be a topic of the day for those interested in the stockmarket. The Australian indices have recently made new all-time price highs, convincingly surpassing the 2007 peak. So, is the market overpriced? And if so, are we due a market correction?
The start of a new year brings with it fresh opportunity to take charge of our finances and make our money work for us. As 2020 kicks into full swing, we take a look at the financial New Year’s resolutions you should be making.
The start of a new year brings with it fresh opportunity to take charge of our finances and make our money work for us. As 2020 kicks into full swing, we take a look at the financial New Year’s resolutions you should be making.
Will the tax reforms being proposed by the Shorten government threaten the financial dreams of middle class Australia, and the retirement plans of many?

INSIDE THE MINDS OF Australia's  most successful global managers

Platinum and Magellan - the best of the best Australian global managers. Go inside the minds of Andrew Clifford and Hamish Douglass and explore their investment philosophies and discuss the challenges and opportunities that lie ahead.

ECONOMIC UPDATE - AUTUMN

Enjoy a read of our latest Economic Update where we reflect on what happened during 2018 and what may lay ahead.

Getting out of your comfort zone

What does it really mean to ‘get out of your comfort zone’? Click here to read more

How women can build their financial literacy

Recent studies show that more than two in five Australians lack confidence when it comes to financial decision making.1 Click here to read more