If you become a client of a Fiducian financial planner, you are under no obligation to invest your hard-earned savings with us. However, there are many good reasons why you might consider doing just that.
Fiducian’s in-house investment experts have developed, over many years, a sophisticated and tailored investment process. It offers our clients the benefits of high quality investment selection, analysis, diversification and risk management, aimed at generating consistent above average returns over the medium to long term with reduced risk and volatility.
The Fiducian funds provide consistently superior results against the world’s best fund managers in the Australian market with several funds being awarded a five-star rating (the highest possible) by independent research agency Morningstar.
One of the other main advantages of investing with us is that you receive simplified reporting, with less paperwork. For example, we send you one tax statement each year with details of all your investments together, even if you have several different funds in your portfolio.
We designed our own investment process to help our clients build wealth and meet their financial objectives. Called the Fiducian Investment Service, it broadly has two key elements:
A range of investment options that include our highly effective ‘Manage the Manager’ investment process, customised to each client’s unique needs.
An administration platform that lets you manage all your investments securely in one centralised location via a single access point and with consolidated online reporting – meaning you can easily keep track of your portfolio, whenever you like.
As well as personal investor clients, the service is also available to joint investors,companies, partnerships, trusts and self-managed super funds.
