You have access to comprehensive research which is highly regarded in the industry in investments, personal and business insurance and finance.

Our research is accessed online and features:

  • extensive approved product list (APL)
  • managed funds and economic research
  • model portfolios for managed funds and direct shares
  • alternative investments and listed securities research
  • advisory services
  • monthly and quarterly publications (online and printed).


Share broking

Through our preferred share broking provider, we are able to provide access to:

  • Full share broking services including portfolio reviews and advice
  • E-commerce solutions - live market data and trade execution
  • IPOs and corporation actions
  • Online trading, model portfolios for equities
  • Data feeds to desktop software


To find out more, please contact us today on 1300 566 732 or contact us here.

Flexible licensing options to fit your business

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Catalyst for financial planners

The program provides modules that gives businesses and individuals the opportunity to identify and harness their potential through the implementation of Catalyst consulting modules.

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