Preparing your investments for the new financial year

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Preparing your investments for the new financial year

Integrity, Trust & Expertise

Fiducian Group Limited is a diversified financial group offering funds management, financial planning, platform administration, financial planning software and administration systems development. Our motto of Integrity, Trust & Expertise is embodied in all our dealings with clients and stakeholders.

Integrity, Trust & Expertise
Diversification is the key

Fiducian diversified funds performance

Diversification is the key. View the historical investment performance of our funds.

When comparing investment performance, it’s a good idea to consider returns over the long term. Markets can fluctuate in the short-term.

Please note investment returns aren't guaranteed, and past performance isn't a reliable indicator of future returns. Benchmark information and fund rankings are also available within the table.

investment process

Fiducian’s Manage the Manager System

Fiducian offers a suite of managed funds which provide investors a choice of diversified, sector and specific and specialist funds. Each of the funds is managed by Fiducian’s Manage the Manager System.

Fiducian’s Manage the Manager System
Fiducian platform

Experience, Expertise, Technology

The Fiducian platform solution is flexible and modular to fit your financial planning business. Designed around ease and efficiency it provides your clients access to a wide range of diversified funds.

Experience, Expertise, Technology
SOLUTIONS FOR OPERATIONAL EFFICIENCY

Fiducian Adviser Solutions

Financial Planning Software

We have a long history of developing innovative software tools for financial planners, from standalone asset allocation and portfolio modelling, portfolio review tools, information portals, and our flagship software for financial planning business, FORCe software.

Financial Planning Software

Platform Solutions

Our powerful tools enable you to automate many manual tasks that are involved in implementing and servicing advice, enabling you to spend more time seeing clients, working on your business and having a balanced personal lifestyle.

Fiducian Superannuation Fund

The Portfolio Holdings Disclosure for 30 June 2022 is available in Resources under Superannuation Disclosure Documents

Find your local office

Find a Financial Planner

Wherever you are in Australia, we’d be delighted to get to know you and learn how we might be able to help. We’ve got offices in most capital cities and many regional centers right around the country.

Award winning expertise

88.8% of our clients know that we care and listen to their life plans and aspirations. - 2021 Client Survey.

For over twenty years now, Fiducian Financial Planners have been helping me manage my money, and live a full life, rich in the things that money can’t buy, as well as the necessities. Thanks to them all!

Resources: Free eBook

The Ultimate Women’s Wealth Guide

Navigate life changes with financial confidence!

Our guide reveals super-boosting tips and investment insights tailored for women. Learn to protect and grow your wealth during various life stages.

The Ultimate Women’s Wealth Guide
Resources

Fiducian Resources

Recent INFORMATION FLYERS

Knowledge is Power

Explore our library of information flyers to help you make the most educated decisions for you and your family.

Find a Financial Adviser near you

Find a Financial Adviser near you