We are a trusted investment partner for financial advisers

At Zenith our mission is simple: we partner with financial advice practices to build their investment capability, monitoring and governance.

We exist to strengthen the value proposition and entrustment of financial advisers to their investing clients.

We deliver this benefit to over 140 advice practices nationally by providing investment knowledge and delivering a robust and compliant framework to select investments and manage client portfolios. We've been doing this since 2002.

Our success is built on two key principles: investment research excellence and a business model aligned with advice practice success.

Zenith’s managed funds research team is one of the largest nationally and has consistently been ranked as Australia’s leading research house over the past four years.

Our clients directly benefit from a highly experienced and stable leadership team.

Leadership stability
Established 2002
140 +
practice clients
700 +
products rated
5 years
Research excellence
industry recognised

Our people

Investment Consulting

Investment Research

Sales & Marketing

Corporate Services

IT & Engineering

Contact us

(03) 9642 3320

Monday - Friday
8:30am - 5:30pm AEST


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