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Zenith TV is the production arm of Zenith Investment Partners and provides a hybrid of content for financial advisers. This includes Q&A overviews on asset class sectors, analyst interviews on products and a variety of educational content dealing with issues which financial advisers face in their day-to-day businesses and client dealings.
This creative approach to research sets us apart and makes us part of the new breed of providers acknowledging the way information is received needs to change in line with advisers demanding work commitments.
The latest season of the Investment Series follows three everyday Australians as they take charge of their financial futures. Managing Partner of Zenith, David Wright is one of the "Guardians" whose job it is to uncover the investment philosophies of the respective fund managers.
John Nicoll, Zenith National Sales and Marketing manager introduces some of the key services Zenith offers Australian Financial Advisers.
This video will provide a detailed explanation of Zenith's three principal research reports, the product assessment report, the product profile and the performance update report. The product assessment report is a 5-6 page detailed due diligence report on all funds which pass Zenith's investment grade filter and receive an Approved rating over above. The product profile report is a 1-2 summary report to be provided in your clients statement of advice (SOA). The performance update report offers a detailed quantitative review of the fund. The full video is 23 minutes in duration.
Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of general advice. To the extent that any content of this website constitutes advice, it is General Advice (s766B Corporations Act 2001) for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice and obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website is subject to copyright and may not be reproduced without the consent of the copyright owner. This website was prepared in good faith and Zenith accepts no liability, whether direct or indirect, for any errors or omissions. Past performance is not an indication of future performance.