Our Investment Management and Advice services include:

  • assistance with investment policy formulation and maintenance;
  • advice and recommendations on:
  • – asset and liability management;
    – liquidity and cash flow;
    – risk immunisation strategies;
  • assistance with investment-related regulatory bodies
    (such as APRA, PHIAC, etc);
  • investment-related actuarial issues; and
  • investments in:
  • – Bonds
    – FRNs
    – Bank Deposits
    – Hybrids
    – Equities

Direct Bonds

  • Mutual provides access to Direct Bonds allowing investors to buy Bonds directly in their name. Full ownership lies with the investor.
  • Mutual is a Full Participant in ASX Austraclear (a wholly owned subsidiary of ASX Ltd).
  • Clients can have access to independently audited certificates for different asset classes via the system which Mutual can arrange.
  • Assets settled under the Austraclear system include cash, bank bills, fixed interest securities (government, semi government and corporate bonds) and foreign exchange.

Call us on + 61 3 8681 1900 for more information.