Investment management firms in Australasia make investing in the Australasia stock markets as well as other global markets easy. Australasia investment management firms put your money to work in stocks, bonds and mutual funds. Australasia is part of Oceania consisting of Australia, New Zealand, Papua New Guinea and some Pacific Islands.

Asset management firms in Australia help individuals and business owners strengthen their portfolios. A wise investment with Australasia investment managers means bigger returns on every investment dollar.

Investment firms in Australasia know how to put money to work for businesses, helping entrepreneurs plan for future growth and great income potential. Along with working hard for the money, Australasia investment firms help make financial success a reality.

In today’s global marketplace, it’s important to have the right investment team on your side. Your personal financial future and the health of your business depend on a healthy relationship with Australasia investment services.

1. Find the right investment firm in Australia.

2. Diversify your company portfolio for a more strategic financial plan.

3. Establish long term relationships with investment services in Australasia.

4. Build more wealth over time through the Australian investment management firms.

Action Steps
The best contacts and resources to help you get it done

Work with your current financial institution for managing investments in Australia

Most larger financial institutions have entire departments devoted to financial planning. Working with your existing bank's financial planners or referrals helps transitioning to asset management easier.

I recommend: Morgan Stanley in Australia and HSBC in New Zealand offer a variety of investment banking options and are leaders in the global marketplace.

Find New Zealand and Australian investment management firms that manage personal and business assets

Using a full service financial team just makes sense. Many Australasia investment firms offer personal and business checking accounts along with a wide range of investment products and insurance.

I recommend: National Asset Management Steering (NAMS) Group in New Zealand and van Eyk in Australia have a balanced approach to investment and wealth management with personalized service.

Use an Australian investment management firm that has both global and local funds available

Keeping your investments in both local and global funds and stocks is good for you and good for your local economy. Investing where you are means good relationships with your neighbors, and investing abroad means more earning potential for you.

I recommend: Octaviar and WAM Capital (Wilson Asset Management) have a broad range of investment vehicles for both private and corporate investors.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  If you can't establish a good working relationship with your asset management firms, Australia, keep looking. Investment management in Australia needs to know their clients well to provide the best possible service and client satisfaction.
• •  Getting the most out of your Australasia investment management firm means developing a long term relationship. Getting to know your representative well means better service for you and your business over time.