Lifespan Investments

Insignia FinancialFinancial ServicesAustralia

69% match

Insignia Financial Ltd. is an ASX 200 wealth management company headquartered in Docklands, Melbourne, Australia. The firm provides financial advice, superannuation services, and retirement planning solutions to help clients reach their financial goals.

FIDUCIAN GROUP LIMITEDFID · Financial ServicesSydney, Australia

69% matchPublic

Based in Sydney, Australia, and established in 1996, Fiducian Group Ltd, along with its subsidiaries, offers a comprehensive suite of financial services. The company's operations are structured across four main segments: Funds Management, Financial Planning, Corporate Services, and Platform Administration. Fiducian provides various investment solutions, including investor-directed portfolios and separately managed accounts, and acts as the trustee for Fiducian Superannuation Services. It also manages its own Fiducian funds and develops specialized IT software systems designed for financial planning. The company delivers extensive financial advisory services to clients, covering areas such as cash flow management, debt reduction, retirement and estate planning, and aged care. Additionally, it offers robust administration platforms for client accounts, including wrap platform and SMSF administration services. Its investment options further include diversified, sector, and specialist funds, as well as managed portfolios and manager system services.

Colonial First StateFinancial ServicesAustralia

69% match

Colonial First State is an Australian financial services company providing superannuation, retirement, and investment products to individuals and employers.

LifeCycle InvestmentsFinancial ServicesSouth Africa

68% match

LifeCycle Investments is an investment platform offering a range of financial products such as living annuities, retirement annuities, and preservation funds for South African investors.

Commonwealth Financial NetworkFinancial ServicesUnited States

67% match

Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides back-office support, technology, and business solutions to independent financial advisors.

Corbel PartnersFinancial ServicesUnited States

67% match

Corbel Partners supports independent financial advisers and firms by providing services such as compliance and paraplanning. The company assists advisers with starting new firms, moving networks, or transitioning from direct authorisation while helping them maintain their independence.