Product Development

Product Development

Product development is an area that distinguishes us from other consultants.

We have a long history of developing successful new products that are unique.

For example, we created:

• Australia’s first two define benefit funds which were tax advantaged and close after three weeks with over 300m in FUM.

• Two government approved define benefit funds, one focussed on carbon capture. Structured so that investors did not have to pay tax on income or capital gains.

• Australia’s first ROBO advice platform (i.e. digital advice) in 2007.

• Australia’s lowest cost retail and wholesale Managed Investment Accounts products.

• Australia’s first Islamic investment product.

Our products have won innovation  awards, including the Victorian Government, Innovation in financial services award. As a result, we were chosen by the Australian government to represent the country at the Global Islamic Finance Forum (GIFF).

We created these products from scratch to launch. We know how to bring a good idea to market.