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Before investing your money, it is important to be aware of some key concepts related to investing.These include:Types of investments that can make up a portfolio The relationship between risk and return Diversification Understanding your own risk profile. What are asset classes?The four main asset classes are:Cash Fixed interest (e.g. government bonds, corporate bonds) Property (e.g. office, retail and industrial property) Shares (e.g. Australian and International shares). Asset classes can bro...

Partnervest Service Guide – combined IDPS Guide and Product Disclosure Statement (PDS) Partnervest Model Portfolio Guide Partnervest Financial Services Guide (FSG) In addition to the Partnervest Disclosure Documents, you should also read the PDS relating to the specific investments you are considering through Partnervest. These PDS’ are available through the Secure Portal once your account is set up.   ...

Industry Fund Services (IFS) ABN 54 007 016 195, AFSL 232514 can provide you with personal advice through one of its licensed Financial Advisers.  Their licensed Advisers can provide you with tailored comprehensive personal advice, and tailor an investment strategy that is suitable for your personal circumstances, financial needs and objectives. Further information about their services is set out in the Financial Services Guide (FSG).To arrange an appointment with one of our Advisers or to obt...

Partnervest Financial Services Guide (FSG) In addition to the Partnervest Disclosure Documents, you should also read the PDS relating to the specific investments you are considering through Partnervest. These PDS’ are available through the Secure Portal once your account is set up. 

Serg PremierManaging DirectorResponsible for leading Partnervest including managing the team, developing strategy, and engaging with key partners.Education: MBA VUT, SA Fin, Member FSU Adam BullockHead of Investment OperationsResponsible for Partnervest model portfolios and approved product list, operational processes and account management backup for not-for-profit investors.Education: CIMA®, Chartered Accountant (Aus), Chartered Certified Accountant (UK), BA (hons) Business. Peter Ro...

There are two ways to apply for Partnervest. Applying with a Financial Adviser:If Partnervest has been recommended to you by a Financial Adviser, they will explain how it works and arrange for the application forms to be completed through the Partnervest Client Care Team. Partnervest Client Care Team can provide any administrative assistance you may need in managing your account. It is recommended however that you seek financial advice from a financial adviser if you wish to review your i...

partnervest Secure Investment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 1.5% per annum (before tax), on a rolling five year basis.  Strategic Asset Allocation Growth Asset Allocation14%RiskLow-MediumInvestment Timeframe5 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...

partnervest GrowthInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 2.75% per annum (before tax), on a rolling seven year basis. Strategic Asset Allocation  Growth Asset Allocation58.5%RiskHighInvestment Timeframe7 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...

partnervest High Growth Investment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 3.0% per annum (before tax), on a rolling seven year basis.  Strategic Asset Allocation Growth Asset Allocation98%RiskHighInvestment Timeframe7 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...