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We are a mutual. This means we invest in the products and services that matter most to our members, customers and the community. We’ve been doing this for over 180 years.
We take a very holistic approach to wealth creation, designing solutions with the financial wellbeing of Australians - and the wellbeing of Australian society as a whole – at the core of our process.
We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus – financial returns and direct or indirect, positive social impact.It is our goal to help our customers achieve financial wellbeing for themselves and their families by providing them with a sense of control, security and choice through our extensive offering.
We have a broad range of wealth solutions. To help you identify the right product or service to suit your needs we have grouped them according to some broad financial objectives.
Our investment funds cover listed and unlisted property, Australian shares and diversified funds.
Learn moreWe offer investment bonds that provide long-term, tax-effective solutions for you and your family members.
Learn moreOur trustee services can help you protect your assets now and into the future. We offer Estate administration, taxation services, trust management and philanthropy.
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Visit our wealth news and insights to stay up to date with our latest adviser-related articles and insights on wealth and investing
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