A trusted investment partner for financial advisers

Zenith Investment Partners is one of Australia’s most respected research and investment consultancies, with a near 20-year track record of delivering premium investment research and fund ratings, and investment portfolio solutions and reporting for financial advisers to use with clients.

We invest heavily in our research talent, information systems and data capabilities, and constantly monitor a global fund universe, collecting relevant and current data and meeting with fund managers over 750 times a year, providing advisers with a consistently refreshed list of investment opportunities.

Today, we support a rapidly growing number of advisers nationally with research ratings on over 900 investment products and more than 100 investment portfolio solutions for their clients – both publicly available and customised portfolios.

Our business is distinguished by the quality and stability of our in-house research team which also delivers critical inputs to the ongoing success of our managed portfolios consulting service.

As one of the first multi-asset managed account providers in Australia, we’ve built a wealth of knowledge on the development and management of both customised and public menu managed accounts, currently managing over $2 billion in client assets.

Our range of high-quality services and easy to use tools have been built by industry experts to support and meet the needs of retail financial advisers. Since our business began in 2002, we’ve worked closely with advisers to understand their business and the needs of their clients. This wealth of experience is central to the design of our products and services.

Zenith values

Our values underpin our commitment to the highest standards of client service, ultimately driving our mission to empower and support the Australian financial services industry to grow and protect the financial wellbeing of investors.

  • Integrity and rigour in all we do

  • Continuous improvement

  • Diversity and teamwork to deliver better outcomes

  • Commitment to quality

20 years
experience delivering investment research and fund ratings
140 +
Financial
practice clients
900 +
Investment
products rated
$2bn +
in client assets under management

Our people

Investment Consulting

Investment Research

Sales & Marketing

Corporate Services

IT & Engineering

Contact us

(03) 9642 3320

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

info@zenithpartners.com.au

Get in touch

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