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.
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.
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.