Who We Are

The Money Managers Ltd is an independently owned financial services company
that provides structured wealth management advice on a fee-for-service basis.
We stand apart from an industry crowded with mediocrity and conflicts of interest.

We derive no benefit from brokerage services, commissions, finder fees, or product
sales of any kind. We are therefore free to focus strictly on developing and
implementing a statement of advice and applying a disciplined investment strategy.

Our approach is more highly developed than traditional investment advice, in that we
employ an evidenced based approach that continues to produce lower volatility in
portfolios and higher returns than the average investor.

Our company has grown to be one of the most prominent advisory firms in Australia.
It has also being recognised overseas as an innovator, servicing the needs of a
broad spectrum of the investor community.

The Money Managers has been structured to accommodate the financial
requirements of wealthy families and individuals with varying degrees of complexity.
To ensure our services cover the broader needs of investors we provide a service
through a subsidiary company which caters for investors with less complexity,
applying a consistent philosophy but with greater focus on risk insurance and
Centrelink maximisation strategies in retirement.

Our clients are concerned with preserving capital, growing assets and avoiding the
myriad of risks that abound in today’s investment environment. Through education
they clearly understand the folly of attempting to predict short-term trends, having
chosen instead to steadfastly focus on long-term planning and results.

One of our core competencies is in creating a decision-making framework that
guides you through the maze of taxation, investment and regulatory requirements
implicit in the financial planning process. We help you achieve your financial goals by
ensuring the framework allows you to make intelligent investment decisions that will
enable you to effectively balance risk and return, enjoy greater peace of mind, and
achieve your lifestyle objectives.

We value and actively foster solid long-term relationships founded on integrity and
trust. Our experienced and highly qualified financial advisors will empower you to
make successful financial decisions and protect you from the misinformation and
distractions that destroy wealth through time.