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 principals: 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 owners are working partners and this is a key point of difference and motivator. Our clients directly benefit from a highly experienced and stable leadership team. We have skin in the game and our success is powered by the business success of our clients.

100%
Leadership stability
Established 2002
140 +
Financial
practice clients
2,440 +
Investment
products rated
4 years
Research excellence
industry recognised

Our people

Investment Consulting

Corporate Services

Sales & Marketing

Investment Research

Data & Client Service

IT & Engineering

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