We're the investment partner that empowers advisers to focus on what truly matters — strengthening client relationships and helping their clients' wealth grow.
Who this is for
Your advisory partner
We partner with independent financial advisers, boutique advisory firms, accounting firms with financial planning arms, and select dealer groups who share our commitment to delivering superior client outcomes.
Our partners typically serve high-net-worth individuals, SMSFs, retirees, and business owners — clients who demand a more personalised, sophisticated approach to growing and protecting their wealth.
At last, a partner who:
- offers direct access whenever you need it,
- builds every client portfolio on rigorous research and a proven track record,
- keeps costs low so more of your clients’ money stays invested and grows,
- and tailors every strategy around each client’s goals, risk comfort, and timeline.
free download for advisors
More Time. Sharper Thinking. Better Outcomes.
Download our free guide to find out how advisors are transforming their practice
Solutions for advisors
Model Portfolios
Your clients want outstanding investment outcomes. We make that easier to deliver.
Say goodbye to complexity. Assureinvest Model Portfolios give you a simpler, smarter way to manage your clients’ investments — freeing you from the research burden so you can focus on what matters most: your clients.
With a flexible, cost-efficient approach and portfolios tailored to different investor profiles, you get a proven, trusted solution that works for your clients — and your business.
If your clients have specific needs, we can build to match. Our customised model portfolios are designed for advisor groups who want precise control over investment style and instrument type — so every client gets a solution that truly fits.
Investment Consulting
Give your clients more. For less.
Your clients get access to higher performing portfolios, stronger risk management and lower costs — all through a smarter, more efficient investment process.
Better governance means you can meet your fiduciary duties with confidence, while more robust risk management methods and portfolio analytics help protect your clients from unnecessary downside exposures.
And with clear, meaningful reporting, your investment committee and clients always know exactly where they stand.
Flexible Research Support
Research that keeps you ahead.
Clients expect advice backed by real expertise. Our flexible research support gives you focused insight exactly when you need it.
From asset‑allocation direction to precise stock analysis, we deliver the depth and clarity that power confident decisions. No matter how complex the client, you’ll have the expertise to stand firmly behind every recommendation.
The outcome: informed clients, stronger trust, and an individually managed account offering that clearly elevates your practice.
Managed Accounts
Better client outcomes. More time for you.
Assureinvest Managed Accounts give your clients powerful, trusted portfolio management — without the delays and friction of manual approvals.
Match each client to the right portfolio and let the platform handle the rest. Clients stay aligned with their investment strategy, and you stay focused on the conversations that drive real value.
With detailed reporting and flexible options for individual needs, every client gets a solution that fits their goals.
Powerful Portfolios. Fintech Efficiency.
Seamless integration. Superior outcomes.
Our model portfolios are designed to work brilliantly with leading financial technology specialists — giving you flexible, transparent and lower-cost implementation options, with assets held directly in your clients’ name.
That means your clients enjoy the peace of mind that comes with true direct ownership — full visibility over what they hold, and confidence that their investments are always managed in their best interests.
On your end, the heavy lifting is handled for you. Rebalancing, trade execution and reporting are automated, reducing costs and freeing you from time-consuming administration. The result is a leaner, more efficient practice — with more time and energy to dedicate to the conversations and relationships that matter most.
Our portfolios integrate seamlessly with some of the most trusted names in financial technology.
Whether you’re looking for a fully automated managed account solution or a more tailored approach, you have the freedom to choose the platform that best suits your business and your clients — backed by Assureinvest’s investment expertise every step of the way.
Less complexity. Lower costs. Better outcomes for your clients.
Something different in mind?
How we work together
Great partnerships start with listening.
We take the time to understand your business, your goals, and the needs of your clients. start with listening.
Rather than offering a one-size-fits-all package, we bring a carefully considered range of solutions tailored specifically to the needs of your client base.
Once we are up and running, we are right there with you. We meet regularly, provide timely value-added research, and stay by your side to make sure you and your clients are always well looked after.
We’re committed to being a partner you can count on — not just at the start, but every step of the way.
