Revolutionising IFA Investment Management

Bellmont partners with IFA’s to provide a comprehensive, cutting edge, low cost investment management solution, leaving advisers more time to focus on their key value proposition of strategy and client relationships.

Our Solution Incorporates

  • Professionally managed direct equity portfolios
  • Tailored asset allocation and manager selection
  • Assistance with compliance and governance requirements
  • Unrivalled efficiency with paperless applications and administration, automated paperless ROA’s or full MDA capabilities
  • Mobile-friendly client reporting portal
  • Regular white-labelled written and video client communication
  • Transparent HIN based holdings for all clients - including retail super

All for less than the price of a traditional platform!


Our comprehensive, modular IFA investment solution can be tailored to fit any business. Choose one module, or all three, whichever makes sense for your business. 

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Module 1

Direct Australian Equity Portfolios

  • Systematic Value - Smart Beta approach providing tax effective, low cost core Australian equities exposure
  • Classic Value - Buffett style portfolio of high quality, founder led, small and mid cap businesses, perfect for HNW and sophisticated clients
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Module 2

Asset Allocation & Manager Selection

  • Creation and management of broad investment models, including asset allocation and manager selection, tailored to your preferences for active vs passive, exchange traded vs unlisted etc
  • Assistance with portfolio governance and compliance, risk monitoring and investment committee representation
  • Regular white-labelled written and video communication
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Module 3

Execution & Administration

  • Unrivalled efficiency with paperless applications and administration, automated paperless ROA’s or full MDA capabilities
  • Transparent HIN based holdings for all clients (including retail super), with bulk trade / rebalancing capabilities and institutional brokerage rates from only $10
  • Efficient access to unlisted managed funds, with same day settlement from client CMA accounts
  • Modern, mobile-friendly client administration and reporting portal covering both listed and unlisted assets