Our Partners


Our established partnerships work with us to redefine wealth services and provide you with easy access to a range of investment options and opportunities.

The Australia and New Zealand Banking Group Limited, commonly called ANZ, is an Australian multinational banking and financial services company headquartered in Melbourne, Australia.

BetaShares is a leading manager of ETFs and other Funds that are traded on the Australian Securities Exchange (‘ASX’).

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

Today, Class is the leading provider of cloud-based administration software for SMSFs, with around 28% of all SMSFs administered on Class Super.

FNZ is a global financial services platform, transforming investment and retirement outcomes for all people. It partners with banks, insurers, asset and wealth managers to help people achieve their financial goals.

Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 160 countries have entrusted us with their investments, making us one of the world’s largest asset managers with $1.5 trillion (USD) in assets under management

Alceon Group is a privately-owned financier and multi-strategy alternative investment manager. Established in 2010 and headquartered in Sydney, Alceon has invested over $3.8 billion of capital for its high net worth, family office and institutional clients across real estate, private equity and listed equity.

Morningstar’s mission is to empower investor success. We tirelessly pursue new ways to combine our data and fiercely independent research with design and technology to help investors reach their goals.

Individuals around the world look to UBS to provide them with the advice, expertise and opportunities they need to grow their wealth.

Vanguard is one of the world’s largest global investment management companies serving financial advisers, retail clients and institutional investors for more than 20 years in Australia.

Reach Alternative Investments is a modern investment portal for Australians to access the best global private equity funds. We’re a team of experts, who care about opening access to this exclusive asset class in a prudent & responsible way.