Simple, smart, cost effective investment solutions for IFA's
Bellmont provides a comprehensive investment solution for IFA's, ranging from collaborative consulting to a complete outsourced implemented portfolio solution. Our service offering is tailored to each firm's specific requirements, freeing up advisers to spend more time with clients, and providing management with an effective, scaleable and compliant solution. With offices in Sydney and Perth, we are proudly independent, with our own AFSL and free of any conflicting institutional alignment.
Our 'team of specialists' approach provides best of breed solutions in each area, in a modular fashion that allows firms to pick and choose the elements that fit their business, all overseen by a dedicated implementation and relationship manager. Furthermore, our competitive fee structure, comprised of a low base fee with performance incentives ensures alignment of interests as well as a compelling fee proposition for clients.
Governance & Portfolio Compliance
Assistance with governance and structure including charters and policies, risk statements, portfolio parameters and risk monitoring, all whilst working within any specific AFSL and business requirements / preferences
Direct Australian Equity Portfolios
With specialist capabilities ranging from systematic, smart beta solutions to Buffett style value investing, no-one is better placed to offer high quality, transparent, competitively priced Australian equity portfolios.
Good investment outcomes are as much about psychology as strategy. Our client communication program, incorporating regular written and video content, both informs and educates clients, and lays the foundation for a productive and efficient adviser-client conversation.
Platform agnostic, branded or white-labelled, comprehensive or piece-meal - our service can be tailored to fit your specific business requirements.
Asset Allocation & Manager selection
Whether your preference is for dynamic or strategic asset allocation, index funds or active management, our specialist asset consultant can tailor a solution to fit your needs.