Products & Services

Proactive Portfolios is the first investment facility of its kind in Australia.  It offers a significantly new way for investors to achieve their financial goals.

• First multi asset class SMA in Australia

• Leading edge asset allocation process
• Exists to deliver competitive outcomes to investors in all market conditions
• Personal Investment (investor directly owns the assets) not Impersonal Investment (investor owns units)

Proactive Portfolios represents a complete investment solution for part or all of your investment portfolio.  Available investments are:-

• Proactive Portfolios Balanced SMA
• Proactive Portfolios Growth SMA
• Proactive Portfolios High Growth SMA

For each the objective is to outperform the multi-sector benchmark portfolios over 5 year periods.