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Investment Solutions

With our investment management services, we employ a research-driven, best-of-breed framework for constructing model portfolios, leveraging world-class investent managers through leading platforms.

Here are some benefits to investing with us:

Our investment approach involves close collaboration with Centrepoint Research Team, utilising best-of-breed investment strategies and accessing world-class investment managers across multiple platforms.

Talk to one of our Private Wealth Advisors to find out more about our investment solutions.

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Research models

Centrepoint Investment Research Team construct a diverse range of diversified model portfolios.

We utilise underlying assets from top-tier and global investment managers. The model portfolios offer our clients the flexibility to implement and rebalance portfolio via leading platforms.

External SMA’s

We offer a broad selection of over 100 Share Managed Accounts.

We offer SMA’s encompassing both diversified and single sector portfolios. Our range of managed portfolios offered to our clients are research-backed and relevant to the current investment universe.

Managed Accounts

We offer Managed Accounts investment solutions back by our investment research team which are non-unitised.

Our managed investments offer range of benefits over traditional bespoke diversified portfolios.

  • Researched by our investment team.
  • Managed by a high-quality investment manager.
  • Consistent portfolio outcomes – rebalancing and adjustment of the portfolio in a timely manner.
  • Transparency in underlying investment options

Exclusive Opportunities

We offer our clients access to a range of managed account solutions.

We offer exclusive investment opportunities via:

  • Research SMAs
  • External SMAs
  • Bespoke managed accounts
  • Tailored managed accounts

Our Research Framework

At the core of our investment management is a robust research framework aimed at delivering high-quality services to our clients. We collaborate with our Centrepoint Research Team and external partners like Lonsec and Morningstar. Our approach prioritises risk management by limiting exposure to high-risk investments while leveraging our team's expertise to construct portfolios that can adapt to changing research perspectives, all grounded in meticulous governance processes.
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This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. (If applicable) You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Prosperon Private Wealth DL Pty Ltd ABN 89 671 405 931 Corporate Authorised Representative No. 1306419 of Alliance Wealth Pty Ltd AFSL No. 449221 ABN 93 161 647 007. Prosperon Private Wealth Pty Ltd ABN 11 671 408 469 trading as Prosperon Private Wealth Corporate Authorised Representative No. 1306419 of Alliance Wealth Pty Ltd AFSL No.449221 ABN 93 161 647 007. Alliance Wealth is a wholly owned subsidiary of Centrepoint Alliance Limited ABN
  • Office: Level 5, 10 Bridge Street Sydney NSW 2000
  • Head Office: Level 8, 309 George Street Sydney NSW 2000
  • info@prosperon.com.au
  • GPO Box 273, Sydney NSW 2001

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