Spatialcover Financial

  
ACSIS Ltd has partnered with a unique financial planning and funds management firm, to offer investors the opportunity to access wholesale fund managers that are usually the domain of professional investors only, together with high quality financial advice.

Spatialcover Financial is a complete investment and financial advisory service that is committed to helping ACSIS Ltd members and staff to meet their financial objectives by personalising risk/return objectives for each member and their staff.

The process of helping members achieve objectives may include:

  • Face to face meetings with financial advisers
  • Detailed review of member financial position
  • Analysis of member financial position
  • Written report on recommended member strategy
  • Implementation methods of agreed strategy or investments
  • Ongoing financial review process

Member benefits include:

  • Funds management experience
  • Professional & experienced advice
  • Unique wholesale investments
  • Portfolio approach to achieving investment returns
  • Consideration of individual member financial objectives

Under Spatialcover Financial, good returns have been achieved over time by applying the following investment principals:

  • A portfolio construction process
  • Investment risk management
  • Appropriate portfolio diversification
  • Detailed fund manager research
  • Critical fund manager selection objectives

"Spatialcover Financial" was created after a number of years of research.

Enquiries
Jonathan Cruz
Indemnity Corporation Financial Advisers Pty Limited AFSL 245396

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ACSIS News

Spring

2021
 

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Cyber Risk
Update

 

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A short note to all members,
the next renewal round for all members is scheduled to begin
in March for the March renewals.
As in previous years the April and May renewals will
follow in due course.
Keep an eye out for the Societies brokers
Network Steadfast, to contact you with the
renewals details and documents.
 

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