Investment Portfolios

We analyise your risk-return profile, your current investment portfolio and provide ongoing counsel to optimize your earning potential.

The proper management of a portfolio can significantly improve future wealth. Our team of financial planners can provide a truly objective opinion on the management of your portfolio.

The Right Investment For You

Using our industry leading modeling software we will work with you to develop your personalised investment profile, focusing on such factors as your investment objectives, how long you expect to keep your money invested, your ability to tolerate risk and your current financial stability.

Trusted Knowledge & Experience

Southern Cross Financial has great investment solutions with access to some of the best  investment  managers in Australia and overseas. Including equities, property, infrastructure, region specific, alternatives, annuities and education savings plans.