Unparalleled Client Service

At Fisher Investments Australia^®, portfolio management is only half the picture. Of equal—if not more—importance is our direct, proactive client service. We are committed to understanding your needs and giving you the confidence and comfort necessary to help you reach your long-term investing goals.

Your Investment Counsellor

As a client, you will receive proactive service from a personal, dedicated Investment Counsellor. Your Investment Counsellor keeps you apprised of Fisher Investments’ current market outlook, answers questions about your portfolio, facilitates operational requests and stays up to date on the nuances of your situation and what is most important to you. Your Investment Counsellor assists you every step of the way. From the initial call to learn about your investment objectives to ongoing, regular communication to ensure our investment strategy continues to be properly aligned with your situation, your Investment Counsellor’s aim is to keep you informed—not to sell you products.

And although your Investment Counsellor is your primary point of contact with Fisher Investments Australia^®, you have more than one person working for you. Your Investment Counsellor coordinates with a team of investment professionals who are responsible for servicing and managing your portfolio. Your investment team includes members from research, trading, operations and more. Importantly, your Investment Counsellor serves as a liaison to Fisher Investments’ Investment Policy Committee—the individuals making all investment decisions for client portfolios.

Education and Information

Your Investment Counsellor is just one of many communication channels at Fisher Investments Australia^®. We continuously seek new ways to enrich clients’ experience through a relationship-oriented service model that puts your interests first. We believe our level of service is unparalleled in the financial services industry.

As a client, in addition to your Investment Counsellor, you will also have access to an array of educational materials, including:

• Quarterly Reviews, written under the direction of Fisher Investments’ Investment Policy Committee, discuss performance, economic and market conditions, Fisher Investments’ future market outlook and other relevant topics.
• Quarterly Reports that provide statements and an analysis of your holdings.
• Investing Articles and Books written by members of Fisher Investments and its subsidiaries—including founder Ken Fisher.
• Periodic updates from the Investment Policy Committee on relevant capital markets events
• And much more!