Save time and make money

Our proven investment skills come together to cut the jargon and focus on delivering financial gains.

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Your personal investment specialist

We are a small team of highly accomplished investment professionals who understand what our clients are looking for.

We keep things simple for clients by offering a step-by-step service, and our operations are highly efficient in order to keep our cost of service down. We avoid bureaucracy wherever possible.

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Our goal

We aim to offer everyday people the kind of service and results that high-net-worth individuals often pay large sums for – at a reasonable price. We hold ourselves to a high standard of service and are responsive to your needs.

Value for money

Our service strives to improve your financial position. By considering your starting point and the potential outcomes we can deliver, we ensure the terms we offer are fair and reasonable.

Expert advice

The investments we recommend are developed by a committee of experienced investment professionals, including your adviser. This ensures your advice is both seamless and direct.

Easy implementation

We understand that financial services can involve bureaucracy, complex regulations, forms, alternatives, and technical jargon. We translate all of this into a clear, simple path that protects your interests and makes implementation straightforward.

Independent

We are not aligned with any major institution and do not receive commissions for the products we recommend. Your best interests are our only interest.

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Direct access to investment expertise

Exclusive to Assurity, we offer direct access to our in-house committee of investment management professionals.

This ensures our service offers true value, along with delivery in a timely and transparent manner.

Big thank you to Michael and Garry for their continued support and guidance on our investment and superannuation journey. The support, expertise and ability to uncover how we can meet our future and present financial goals is beyond more than we could have ever expected. Our super alone has put us in a fantastic position heading towards our next chapter of our working careers and investment advice has been second to none. Could not recommend Assurity more.