Superannuation Financial Advice | Cashel Family Office

Our platform gives you a holistic view of your wealth status. Our investment platform combines all of your listed securities, managed funds, shares, insurance and superannuation into one account. From there, you can easily view your portfolio, performance and asset allocation as well as accessing charts, reports, tax statements and more.

This view gives you the power to manage your investments and superannuation your own way, reducing the administrative burden and paperwork that comes with a typical investment account.

Our investment platforms include:

Managed Investment Accounts

Our audited investment platform provides global investment opportunities. Using HSBC, J.P. Morgan and similar global custody platform and independent trustee services, we are able to provide an online platform that enables you clarity and convenience to see and access investment opportunities as they arise.

This account gives you access to the following investment menu:

20+ Cash and Term Deposits

20+ Fixed Interest Securities

1,000+ Managed Funds

1,000+ Australian Listed Securities

4,000+ International Listed Securities

Direct access to Initial Public Offerings

Separately Managed Accounts

Diversified Portfolio Investment options

For more information, register for Cashel Family Office.

Superannuation Fund

Cashel provides a range of investor directed retail superannuation fund platform provides with a full investment menu which uses the financial stability of the HSBC and J.P. Morgan Global Custody platform and independent trustee services. Our online investment platform provides you clarity and convenience to see and access investment opportunities as they arise.

This account gives you access to the following investment menu:

20+ Cash and Term Deposits

20+ Fixed Interest Securities

50+ Exchange Traded Funds

100+ Managed Funds

200+ Australian Listed Securities

1,000+ International Listed Securities

Direct access to Initial Public Offerings

Separately Managed Accounts

Diversified Portfolio Investment options

*This account also gives you access to customisable retail insurance cover. For more information, register for Cashel Super.