Referral Partners » Politis Investment Strategies

We deliver your client’s financial goals.

Hundreds of professional service businesses around the country refer their clients to Politis to receive expert financial advice.

They entrust us with delivering the same level of care to their clients as they do.

We are respectful of your relationship and involve you in the advice process as much, or as little, as you want. Your client relationship is primary.

We always act in your client’s best interests.

They enjoy attractive risk-adjusted returns and sleep easy knowing that capital preservation is front of mind for our Investment Committee.

Who are we

Today we are a boutique licensee ranking in the top 50 in the country.

We are powered by our ethos of putting the best interests of clients at the heart of all we do.

Benefits to your business

Financial advice is important to your clients.

Refer them to us and we will deliver the outcomes they want. We always act in their best interests.

Benefits to your clients

Our advice is designed to deliver client outcomes, so the money is there to achieve their goals.

Who we best serve

We deliver the best outcomes to people committed to achieving their financial planning goals. People who are happy to receive advice and work with their advisers to achieve their goals.

Investment Services

At Politis we don't follow investment fads. It's the business fundamentals that matter, ensuring portfolios deliver to your client’s goals.

Many are attracted to our Managed Discretionary Accounts.

Become a Referral Partner

Find out how Politis Investment Strategies can help your clients achieve their goals.

Become a Referral Partner

Find out how Politis Investment Strategies can help your clients achieve their goals. To make sure they have enough money and will be OK in their later years.

Call now on 02 4962 5525 to speak to our Business Development Manager.

Or fill in the form and they will be in touch shortly.