Income solutions for today’s investor

In a world that is always changing, investors are constantly searching for high-quality, consistent income solutions.

words by Daryl Hill - La Trobe Financial

La Trobe Financial’s performance record in times of volatility has proven popular with investors for almost seven decades.

Established in 1952 and now with $11 billion of assets under management, La Trobe Financial is one of Australia’s leading diversified wealth managers, specialising in funding and investment solutions.

During its history, La Trobe Financial has built a deep reservoir of trust with investors. A proven investment partner for institutional and retail investors alike, La Trobe Financial operates Australia’s largest retail credit fund with more than $5 billion in assets under management and 50,000 investors.

La Trobe Financial’s investment options provide a regular monthly income, and its range is set to expand in the coming months with new offerings designed to provide investors with even more choice and opportunity.

La Trobe Financial prides itself on transparency, being externally audited, externally rated and having received numerous Australian and international awards.

The La Trobe Australian Credit Fund is the highest-rated, most diversified and widely-awarded fund in its asset class, and its 12-month term account has won the Money Magazine award for best credit fund - mortgages for the past 11 years.

La Trobe Financial offers a personalised service to make investing easier, with investors ranging from household name global banks, Australian banks, large international pension funds and local managers right through to everyday Australians.

An investment account with La Trobe Financial allows access to a suite of products, including its flagship 12-month term account, which alone has more than $3.5 billion in assets under management. The 12-month term account is both the highest-rated fund in its sector, and also the most diversified. It has an incredible track record of performance, including zero investor losses since it commenced as an investment offering in October 2002, and returns a current variable rate of 4.35 per cent per annum (determined monthly).

Investors have benefited from the consistency of its income profile for many years, zero losses, all income being paid each month, on time and in full, and all maturity redemptions also being made on time, and in full.

If you would like to discuss La Trobe Financial’s range of income generating products I am a local dedicated authorised representative based in the Docklands, available to provide you with direct personal services.

For more information:

0408 566 524 or [email protected]