Becoming a Client

You’ve worked hard, and trusting someone with your retirement savings can be overwhelming. Fisher Investments Australia® wants to make sure your choice to become a client is as straightforward and stress-free as possible. Our step-by-step process is designed to be simple and hands-on to provide you every assurance that your financial future is in the right hands.

Fisher Investments Australia is part of the global Fisher group of companies.

First Steps

When Fisher Investments Australia begins a relationship with a prospective client like you, we take the time to understand the full scope of your financial situation and the goals for your retirement. Only after we have an in-depth understanding of the details of your financial circumstances do we make a portfolio recommendation for you.

What to Expect in Your First Year as a Client

After the implementation of your portfolio strategy, you’ll receive regular, relevant portfolio and market insights via a wide variety of exclusive, on-demand, proactive communications (more details here). In addition, here are a few of the other resources offered to Fisher Investments Australia clients, with some curated exclusively for new clients:

  • Fisher Investments’ Client Programs include exclusive in-person and virtual investor education events to keep you informed on our latest thoughts on capital markets
  • Client webinars on everything from broader market updates to special financial planning topics and more.
  • Immersive content designed to help you understand our investment approach, how we actively manage portfolios and the services and offerings available to you as a client.
Business man in black suit talks on his phone inside of his office

Evolving with You to Keep Your Goals on Track

On a quarterly basis, your Investment Counsellor will reach out to share updates on Fisher Investments’ current market forecast, discuss your strategy and assist with any financial needs. What if your financial goals or circumstances change? Life happens. We understand that. If your circumstances change, please let us know so we can keep your portfolio aligned with your long-term goals and objectives.

Have questions or concerns? Contact your Investment Counsellor at any time—we’re here to give you confidence and peace of mind, so you can enjoy life.

Learn More

Learn why 195,000 clients* trust Fisher Investments and its affiliates to manage their money and how we may be able to help you achieve your financial goals.

*As of 31/12/2025.

New to Fisher? Call Us.

1800 316 398

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