Introduction

Access Financial services a range of different types of clients by tailoring products to their needs and their client's needs. Whilst we do not sell directly to retail, we understand retail and work with advisors to create product offerings that suit their clients needs and the current market conditions.

Part of our service is providing expert advice on a large range of investment products and investment techniques. Even larger investment groups may lack the resources to maintain a sufficiently experienced specialist. As we are active in the market every day and review all the latest products and innovations, Access Financial is well placed provide it's clients with innovative solutions that match the need of both the client and the advisor.

Client Types

For further information on how we may help you, please select which type of investor you are:

Independent Financial Adviser or Wealth Manager (more)
Adviser part of larger Dealergroup (more)
Accountant or Business Adviser (more)
Private Bank (More)
Superfund (more)
Wholesale Investor or Family Office (more)

Independent Financial Advisers

Clients are often sophisticated clients looking for direct investments and non-managed fund exposures. Gearing is frequently used for wealth accumulators. A mix of retail and wholesale clients are often found in a typical practice.

Access Financial can work with you to deliver investment products that are tailor-made to suit the views of your group and your clients. As clients are often more sophisticated, clients are able to better understand non-vanilla investments. We are able to provide a wide variety of assets classes, wrappers and payoff structures. We can provide training on the product to advisers if required. For your wholesale clients, we are able to quickly obtain termsheets for structures that the client may want with minimum fuss. Depending on the size of your clients and group, we have the capacity to include you within a syndicate of other like groups, or alternatively create custom fund or even white labeled funds exclusively for your group or clients.top

Advisers part of a Dealergroup

Advisers part of a larger dealergroup are frequently restricted in what they can invest in via their APL. As such, we seek to work with both dealergroup product committees and advisers who have clients that demand innovative product.

Larger dealergroups usually have primarily retail clients and as such we work on delivering simple to understand products in a format that can be easily distributed to advisers with the dealergroup. We attempt to create the product to ensure compatibility with platforms or other ongoing reporting requirements. We can provide both external research as well as supporting information for the dealergroup's own research department.top

Accountants

Access Financial can provide a number of services useful to Accounting firms. Firstly, we can provide investment products that provide tax effective structures for both wholesale and retail clients. Now, more than ever investors are becoming aware about the importance of the investment return being the overriding material factor when deciding which investment products to participate in. We strive to deliver products that have good return potential, while being conscious of investor's other financial needs and offering products that are sympathetic with those needs.

Secondly, for clients that have investment needs following the sale of a business we can offer a wide variety of investment products that can assist investing business sale proceeds into conservative, but still growth orientated investments. Often this process is undertaken with the involvement of a financial adviser. We are happy to work with all parties to provide investment solutions that add value to the end client.

Finally, businesses often have requirements to make investments to generate returns on long term surplus cash, or generate returns that are uncorrelated with the business performance. Access Financial can provide a wide variety of products ranging from 1 year and up to meet the needs of businesses.top

Private Banks

Private Banks are frequent users of sophisticated investment products and have a mix of both wholesale and retail clients. Access Financial can provide a number of services to Private Banks including outsourced product design, product sourcing and execution.

We specialise in alternative products and invest considerable time and resources researching all the latest investment products from all the major product providers. We frequently come up with investment themes and structures that are not broadly marketed by the banks, but can add significant value to client portfolios.top

Superfunds

A Superfund has to make a number of decisions on its investment portfolio in order to meet both statutory requirements and investment return objectives. Superfunds are usually keenly aware of risk and return and are very capable of assessing benefits of investing in each assets class and the importance of manager and asset selection. To date, manager selection has been the majority of the source of alpha generation. Access Financial can introduce a number of investment products that demonstrate superior investment profiles involving demonstrated and repeatable alpha.

In addition to products, Access Financial can provide a number of services to superfunds. We can provide consulting services to investment committees, we can provide a range of investment products that offer superior risk / return profiles, we can provide access to index returns across a broad range of indices in a cost effective manner by using derivative overlays.top

Wholesale Investors / Family Offices

Access Financial provides investment product services directly to wholesale investors and family offices or via an intermediary. We can provide a large variety of investments, asset classes, wrappers, payoffs and risk and return levels to suit almost all requirements.

As a wholesale investor we provide wholesale pricing on all products. We have access to most product providers and and can provide you with the best solution for your needs. We are not aligned to any single provider and therefore can provide unbiased solutions that suit the clients needs.

As with all of our clients, our desire is to offer products that are simple as possible that provide the risk / return outcome that the client is looking for. We do not like complicated and we do like transparent. As a wholesale client we would spend the time understanding your requirements and then advising on the best style of investment to meet your requirements. This may involve more than one investment and more than one investment provider in order to generate the desired investment outcomes.top

Back to Top