Wealth Solutions

Compass Platform Solutions

Compass platform solutions have been developed through partnered arrangements designed specifically for clients of financial advisers licensed to the Sentry Group.

Compass specialises in investment and superannuation administration platforms. Our leading-edge platform products access a wide range of new and emerging technologies that can be utilised to more efficiently service the investment and wealth creation goals of clients.

Partnering with leading providers in the Australian market, each Compass platform solution has been enhanced to provide better access to cost effective administration structures for investment execution and transparent investor reporting.

Our partnered platform solutions include:

  • Compass HUB24 Invest (HUB24)
  • Compass HUB24 Super (HUB24)
  • Compass Investor Service (OneVue)
  • Compass YourChoice Pension (OneVue)
  • Compass YourChoice Super (OneVue)

Compass platform solutions are managed by Compass Funds Management Pty Ltd, a wholly owned subsidiary of Sentry Group Pty Ltd. Compass Funds Management Pty Ltd is a Corporate Authorised Representative of Sentry Wealth Pty Ltd AFSL 408800.

To find out more about Compass Funds please contact our Head of Wealth Solutions, Karen Brown: kbrown@sentrygroup.com.au, or visit the HUB24 website.

 

FPI Managed Portfolio Solutions

FPI is a portfolio manager of a range of multi-sector and diversified portfolios designed specifically for clients of financial advisers licensed to the Sentry Group.

The FPI Portfolios use a combination of active and passive solutions which aim to strike the right balance between low management fees and expected market outperformance, via a comprehensive range of professionally managed investment portfolios.

The choice of world-class solutions, investment managers and styles offer:

  • the delivery of investor returns with a prudent level of risk aligned to their risk profile
  • a total portfolio perspective with all assets working towards a common goal
  • diversification being key to managing risk and volatility
  • competitive implementation costs at all levels for all parties
  • investment professionals with high quality local and/or global research capabilities and proven track records of long-term performance to investment objectives
  • investor beneficial ownership and efficient investment structures that enable investment manager change, if required.

FPI Portfolios are managed by FPI Investments Pty Ltd, a wholly owned subsidiary of Sentry Group Pty Ltd. FPI Investments Pty Ltd is a Corporate Authorised Representative of Sentry Wealth Pty Ltd AFSL 408800.

To find out more about FPI Portfolios please contact our Head of Wealth Solutions, Karen Brown: kbrown@sentrygroup.com.au, or visit the FPI website.