YOUR SUCCESS

You can successfully build your business by confidently partnering with us and benefiting from the numerous features the Politis Investment Strategies dealer group model provides you and your clients.

Partnering with a Firm of Substance

Politis Investment Strategies was established in 1999 providing premium financial solutions to high net worth individuals and self funded retirees.   We have since grown our business through a number of economic cycles enabling us build a robust direct client base and dealer group.

We value our Principles

We value our principles of honesty and putting our clients interests first. It is their success and satisfaction that will ensure our dealer group and all principal members are successful.

Your Clients' Success

You gain peace of mind knowing that our unique service model provides your clients with a great opportunity to achieve their financial goals through a premium financial services model that offers a number of benefits including transparency and cost savings.

Experienced Financial Planning Support

Your clients will receive personalised financial strategies (Statements of Advice) written by experienced, educated financial planners and presented by you.  You will have a dedicated financial planner who will be responsible for producing and implementing plans in accordance with your instructions and based on your client's specific needs and objectives.

Fundamental Investment Philosophy

We adopt a fundamental approach to investment management by selecting high quality investments listed on the Australian Securities Exchange, combined with a stringent monitoring process, minimising the impact of unfavourable events on your clients' investment portfolios.

Empowering you with Knowledge

We provide our network of financial planners with timely updates on economic and financial conditions as well as company specific commentary that enable you to give your clients a complete understanding of their portfolio at any one time.

Online Adviser Access

All tools and information you will require are easily accessible through this website. Once securely logged in you will have access to your client database, client files, portfolio reports, share market updates and all compliance documentation.

Ongoing Professional Development

To ensure that you are up to date on all relevant legislation pertaining to the financial planning industry, we provide our dealer group members with a regular training and professional development programme.  This programme will also include other professional development initiatives that will enable you to continually grow your practice.