Seed Partnerships
Seed Partnerships is a corporate advisory firm that specialises in Listed Investment Companies. Seed Partnerships has raised over $5.1 billion in Listed Investment Company IPOs since inception in 2015.
Our advisory business brings together a blend of strategy, execution, marketing and communication, tailored to each individual transaction. Our executives and...
River X
River X Investment Management is a boutique financial firm based in Sydney, Australia, operating since 2014. The firm focuses on serving wholesale investors and corporate clients globally, offering personalized service and long-term investment strategies. River X operates under a conflict-free model, co-investing alongside clients to foster trust and align interests....
Regal Partners
Regal Partners Limited is an ASX-listed, specialist alternative investment manager providing investors with access to a broad range of strategies covering long/short equities, private markets, real & natural assets and credit & royalties.
The Group houses eight dedicated alternative investment management businesses – Regal Funds Management, PM Capital, Merricks Capital,...
Prosperity Planners
We are Melbourne based financial planners helping clients make smart decisions with their money. Research has continually found that the average investor consistently and significantly underperforms against freely available market rates of return. The disparity between average investor returns and market rates of return compounded over a lifetime can be...
Kelly Wealth Services
Kelly Wealth Services is a financial advisory firm located in Australia, focusing on personalized financial planning and wealth management. The firm prioritizes client education, trust, and peace of mind, helping clients achieve their lifestyle goals through expert guidance. It operates as a goals-based advisory practice, tailoring financial strategies to meet...
Kalkine Media Australia
Kalkine Media Australia is part of the Kalkine Group, focusing on digitally powered architecture and data science-led research. The company specializes in independent equity research and media services, providing insights and recommendations on stocks across various sectors.
Kalkine Media offers detailed equity research, trending news articles, and market commentaries. It...
IP Generation
IP Generation is an Australian company that specializes in commercial real estate investment and fund management. Founded in 2018, it has quickly established a strong presence in the market by using a management-intensive, private equity-style approach. The company is headquartered in Australia and primarily focuses on the Australian real estate...
Investlink Group
Investlink Group Pty Ltd is an Australian based financial planning services company. At Investlink Group we pride ourselves on our high level of professionalism and personalised customer service. Dealings with our clients are focused on integrity, honesty and loyalty.
Client satisfaction together with reaching clients' financial goals and objectives are...
Infocus Australia
Infocus is a national advisory firm based in Australia, founded in 1994 by Darren and Stephanie Steinhardt. The firm empowers financial advisers by providing the independence, infrastructure tools, and support necessary for business growth. Infocus combines the scale of a leading organization with a personal touch, emphasizing respect, integrity, and...
Frame Funds
Frame Funds is a quantitative funds management company, that manages assets for both institutional and retail clients, and proprietary funds from our head office in Sydney, Australia.
Fortlake Asset Management
Fortlake Asset Management is an Australian alternative fixed-income specialist founded in November 2020 by Dr. Christian Baylis, who is the Chief Investment Officer. The company is supported by notable global leaders, including Colonial First State and J.P. Morgan, allowing it to provide institutional-level services in a tailored manner.
Fortlake employs...
Finserv FInancial Solutions Pty Ltd
Everyone wants their financial needs to be simple, straight forward and effortless. Our commitment to client service ensures a hassle-free and financially satisfying consumer experience. We have the confidence, competence and experience to get the job done. We have infinite industry knowledge and are committed to excellence. We take the...
Eureka Whittaker Macnaught
Eureka Whittaker Macnaught is one of Australia's leading advice practices and a spearhead in the evolution of our industry into a profession.
We have won numerous awards during our long history, and more recently we were awarded a Finalist position in the Financial Planning Associations Practice of the Year Awards...
Equity Story
Proudly part of an ASX listed Group, Equity Story is a Sydney-based stock market research and reporting firm. We aim to help our clients make fast, reliable share investment decisions with simple and straight forward general securities advice you can act on immediately.
We take the emotion out of investing:...
First Sentier Investors
First Sentier Investors is a global asset management group providing high quality, differentiated and relevant investment capabilities to deliver exceptional performance for clients.
We are home to in-house and individually branded investment teams, such as AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors, and Stewart Investors. All...
Australian Ethical Investment
A superannuation and investment fund manager with a difference.
We believe that the power of money can be harnessed to deliver both competitive returns and positive change for society and the environment. By investing responsibly in well-managed, ethical companies, this is exactly what we achieve.
We seek out positive investments...
Alteris Financial Group
Alteris Financial Group provides financial advisory and management for individuals and families across generations.
We help you grow and preserve your wealth, unlock value through good tax structuring, and help you and your loved ones live well by making the right financial decisions. It's all about peace of mind at...