NOT FOR PROFIT

Our mission is to help you fund yours.

INTRODUCTION

Align your investment program to your mission.

Whether you are seeking to sustain your organisation into perpetuity, deliver a regular income stream or build a portfolio for future ambitions, we can help.

Ready to talk?

REVIEWING YOUR INVESTMENT PROGRAM?

Our Not For Profit Handbook can help.

Designed to provide practical advice, planning tools and best practice information, our handbook steps through the 5 key areas needed to successfully run a investment program.

Request handbooks


SUPPORTING AUSTRALIAN NOT FOR PROFIT ORGANISATIONS

We have been providing investment advice and management services to Australian not for profit organisations for more than 30 years.

Anglican Funds

Find out how Anglican Funds South Australia stayed true to their investing values without sacrificing robust governance and active management potential.

View case study

A Victorian University

Explore how this Australian University lowered their carbon footprint without negatively impacting the expected investment outcomes and risk profile.

View case study

HOW WE CAN HELP

We offer a range of services focused on helping you achieve your mission.


Outsourced CIO (OCIO)

A holistic investment solution, developed in partnership, focused on achieving your goals.

Learn more

Responsible investing solutions

Forward-thinking responsible investment solutions reflecting what matters most to you.

Learn more


Daniel Greyling

We’d love to talk

Please reach out to me directly or send an email to connect.

Daniel Greyling
Head of Intitutional Sales
+61 2 92295234

Email Daniel