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Educational Brochures and Flyers

Educational Brochures


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Benefits of alternative investments

Alternative investments can provide greater diversification and more consistent returns when added to a portfolio of traditional assets.


Making sense of the Fixed Income landscape

Fixed income in an investment portfolio can provide liquidity, regular income and diversify away from equity risk. Find out more.


Educational Expenses

Funding Educational expenses using WealthFocus Investment Advantage


Managed Funds vs Direct Investments

Key comparison of Managed Funds and Direct Investments


SMSF Borrowing

Using WealthFocus Investment Advantage in a Superannuation Borrowing


Sharemarket/Long term investing poster

Australian and international sharemarkets - annual movements as at April 2023.

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Salary sacrificing into super                                        

A tax effective way to boost your retirement savings

Insurance in super                                                  

Taking out insurance in your superannuation                                                        

Transition to retirement                                              

Help ease the move from full-time to part-time work


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WealthFocus Platform

Build a high quality, tailored portfolio, with access to great features and functionality, all within a single platform.


WealthFocus Investment Advantage

Perpetual WealthFocus Investment Advantage allows you to create and manage client’s investment portfolios and take advantage of unique tax benefits.


Implementing Changes to your Model Portfolio

Advantages and Case Study of using WealthFocus Investment Advantage for changes to your Model Portfolio.



Is there still a role for cash in a low interest rate world?