Mon - Fri : 09:00 - 17:00 AEST, Sydney
Marketing and distribution services

Providing the basic requirements of any managed scheme is one thing. Providing marketing and real distribution support are another thing entirely.

Our Marketing and Distribution services can include:

  • Dedicated sales team to source and qualify potential investors;
  • Direct introduction to Family Officers and Institutions;
  • Follow-ups, closing clients and ensuring fast process of applications;
  • Product design;
  • Investment management team offering strategy and performance advice;
  • Operate as your in-house marketing department, including the roll out of capital raising campaigns;
  • Marketing collateral and design;
  • Design and management of client communication monthly reports; and
  • Management of online brand presence, including website management, social media and brand support services.