A Low-Cost Alternative To Managed Funds Traded On The ASX And Other Major Exchanges.


The growing Exchange Traded Funds ETFs market offers an alternative avenue to further diversify a portfolio at the lowest possible cost. There are many facets to ETFs to which investors can benefit from the services of our equities and ETF specialist to educate them on the benefits and risks before executing an ETF investment strategy.
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ETFs Can Provide A Greater Exposure To Certain Markets And Sectors That Are Otherwise Inaccessible Or Too Expensive

Accessible support and flexible investment services made simple for our Private Wealth clients.


Why Invest In Exchange Traded Funds ETFs

An ETF, or Exchange Traded Fund, is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. ETFs are a hybrid investment sitting between managed funds and direct shares. ETF’s share common characteristics of both types of investments and carry the benefits of being a professionally managed investment. ETFs are very transparent, they are listed on an exchange and therefore very liquid.

Comparable to managed funds ETFs provide significant savings to investors as they provide a low-cost alternative to managed funds. ETFs can provide a greater degree of opportunity for investors to gain direct exposure to the underlying markets or industry sectors that are otherwise inaccessible or can be expensive to them. ETFs can be tax-effective as franking credits and dividends can be passed directly through to the holder. ETFs provide investors the flexibility to maintain their diversified portfolios.

We Build Investors Dreams

We operates a co-intelligence advice community centered on working with our clients to stay in control of all aspects of their finances. Our broader service offerings has been designed after following tested strategies, not products. As a client, we’ll provide 24/7 access and regular reporting, and we’ll connect you to the expertise and resources within PPO.

Key Features

ETFs are selected over direct share investments on some occasions because ETFs require less ongoing maintenance, reduce specific Business Risk, and overall Market Risk is reduced. ETFs include Exchange Traded Funds ETFs and Real Estate Investment Trusts (REITs) and Listed Investment Companies (LICs) ETFs provide access to diverse exposure through investment in one asset. ETFs also provide retail access to wholesale investment strategies.

Key Risk

Market or Sector Risk– The market sector being tracked can underperform. An example is if the ASX 200 performs below the benchmark.

Currency Risk– when invested in the international market. This is similar to the risk associated with investing in international shares.

Liquidity Risk– some invest in assets that are illiquid and may take time to redeem a portfolio.

Key Benefits ETFs


The majority of ETFs have a low management expense ratio (MER) and they can be significantly cheaper than most actively managed funds.


Ability to diversify within the underlying markets. An example can be a portfolio of Top 50 banks shares, or mining shares, or other single sectors.


ETFs publish the net asset value. There is the ability to track the investment performance of the underlying asset.


Listed on the exchange and easy to trade.



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Understand The Market
Our core services and depth of experience extend to securities and derivatives, international portfolios, equity capital markets, alternative assets, private debt, and capital advisory services.
Build People's Dreams

Our broader service offerings have been designed after testing strategies, not products. As a client, we’ll provide 24/7 access and regular reporting.

Understand Asset Classes

Exposure to the major asset classes, including equities, fixed interest, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed funds), private debt investments, and portfolio management.

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