Welcome

The Fiducian Group Limited is an ASX-listed specialist financial services organisation that continues to deliver premium wealth services and solutions for our clients and solid returns for our shareholders. Our securities are quoted on the ASX under the code FID.

 

We are a national company with offices in capital cities and regional centres around Australia. Our five operating divisions provide the following services:

 

  • Financial planning
  • Investment funds management
  • Superannuation
  • Investment platform administration
  • Information technology solutions
  • Accounting/accountancy resourcing services

 

It is the accumulated knowledge and experience gained across the business areas that underpin the key to our success and allows us to achieve positive outcomes for our clients.

A tailored approach

Since 1997, Fiducian’s financial experts and our custom-built systems and technology have helped Australians secure a future of financial prosperity and business owners to achieve commercial success.

 

We do this by building lasting relationships with our private and corporate clients and work with them on a tailored solution that meets their needs.

 

When the time comes to make decisions about where to invest, you can be assured that each fund in our suite has been thoroughly researched by our industry recognised Investment Management team and will only be selected if it passes our rigorous investment and monitoring processes.

 

Once you have invested with Fiducian, our purpose-built online client reporting systems are readily accessible, comprehensive and easy to use, allowing you the convenience of tracking your investments at any time.

Fiducian for individuals

The road to financial security begins with a plan

Our boutique wealth management and financial planning business provides advice to our clients through a national network of over 60 financial planners.

 

Our clients trust us to help them make well-informed financial choices that allow them to protect and grow their wealth.

FIND A FIDUCIAN FINANCIAL PLANNER NEAR YOU

Investments

We have both the expertise and the in-house administrative tools and systems to help you build and take control of your wealth both inside and outside the superannuation environment.

 

With over 20 years’ proven success, our highly effective ‘Manage the Manager System’ is customised to your unique investment goals and risk appetite and is designed to deliver consistent above average returns with reduced risk and volatility over the medium to longer term.

 

Our streamlined investment service offers much more, including:

 

  • Reduced risk is not just about smoother, more consistent investment returns, it is also about diversification of your investments. By investing in any of the Fiducian Funds, you gain access to up to 23 successful fund managers. Our diversified funds provide a fully flexible offering of bonds, equities, listed property and cash options, helping again to reduce the volatility of our client’s portfolios without sacrificing returns
  • Your financial planner invests on your behalf and takes care of all the implementation
  • A wide range of investment options to choose from including specialist funds such as the Fiducian India Fund and Fiducian Technology Fund
  • Consolidated reporting, so you can easily keep track of your investments
  • Easy administration with 24/7 access to your account via a dedicated secure client login
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Superannuation

Our superannuation service, combined with the guiding hand of one of our financial planning experts, can simplify the process, let you clearly understand your options and help you on your way to the retirement lifestyle you aspire to.

 

Fiducian’s streamlined, tax-effective superannuation system offers the same benefits as our investment service (see above), as well as:

  • The opportunity to allocate some of your savings to income options such as a high interest cash account, term deposits or cash funds
  • A wide range of life insurance options, giving you the opportunity to fund your insurance premiums via your superannuation account rather than your after-tax income
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Become a Fiducian Franchisee

We are looking for people who want to grow with us.

 

With over 50 successful financial planning businesses around the country, we have a financial planning franchise system that provides you with the security and support to achieve greater profitability, grow your business and spend more time with your clients.

 

At Fiducian, we can offer you:

  • Experienced industry leadership
  • Effective, simple and trusted solutions
  • High quality products and providers carefully selected for your clients
  • Consistent development and support to benefit principal, staff and clients
  • Sustainable and scalable advice opportunities
  • Financial support to acquire financial planning business or grow your own profitability
  • Platform products with online reporting for daily account balance updates
  • In-house financial planning software
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A Tailored Platform

Delivering solutions for your financial planning business

Flexible and modular to fit your financial planning business, our investment and superannuation platform is designed around ease and efficiency which provides your clients access to a wide range of diversified funds.

 

We also offer a white label platform solution that allows you to brand your product documentation, adviser and investor interfaces including desktop, client communications and reports.

 

Whether or not you are an authorised representative of the Fiducian AFSL, we can work alongside your financial planning business and deliver a customised roll out of the Fiducian platform, letting you run your business the way you want and deliver great results for your clients.

 

Our platform solutions offer access to the latest technology including client and portfolio management tools, customised reporting and online client access.

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Financial planning software to support great advice, operational efficiency and lower costs

Our comprehensive financial planning software (FORCE) can be tailored to the needs of your business, enabling differentiated, holistic and cost effective advice for your clients. Our flexible integrated planner technology and experienced service team can help future-proof your business and power you through times of change and growth.

 

Fiducian offers financial planning software solutions to support:

  • Provision of advice
  • Client relationship management (CRM)
  • Portfolio management
  • Practice management
  • Private wealth management
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Efficiency and time-saving for accounting businesses

If you are a busy accounting practice struggling to meet your compliance deadlines and concerned about compliance resourcing costs, we can help.

 

Fiducian provides the following services, designed to save you time, increase your capacity and lower your expenses:

  • Compliance and bookkeepin
  • SMSF administration
  • Online workflow management systems.
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Is running your SMSF becoming a headache?

Whether you are starting a new self-managed super fund or managing an established one, our leading SMSF administration service can help, freeing up your time for investment related decisions and fund strategy.

 

Our SMSF services include:

  • All services for fund establishment and year-end compliance
  • Mail house services
  • Daily reporting
  • Technical services support
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Five businesses, one vision

Since we opened our doors for business in 1996, our success has been based on our ability to respond quickly to the evolving needs of our clients – we know that one size does not fit all. We operate in a rapidly changing and dynamic marketplace and understand that flexibility and responsiveness are the keys to delivering word-class solutions to our diverse client base.

 

Our five divisions may offer different services, but they are united under one aim: to help our clients be more confident about the future and enjoy the peace of mind that it brings.

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