Advance

Invest with Advance

Advance is the specialist investment management business of St.George Group.

Advance believes that no single investment manager can consistently outperform across all sectors and market conditions. That's why, since 1984, Advance has partnered with some of the smartest names in funds management - a collection of boutique and specialist managers that together aim to achieve more than one single manager.

With over 22 years of experience hand-picking quality managers, Advance offers a distinct difference for clients through our unique suite of multi-manager and single-manager investment solutions. These include single-sector and diversified investment funds (retail and wholesale options), plus superannuation and retirement solutions.

How to invest with Advance

  • Talk to your Financial Planner;
  • If you don’t currently have a Financial Adviser, give the St.George Financial Advice Contact Centre (FACC) a call on 1300 367 240. In certain circumstances the FACC can provide you with general financial advice, otherwise they can also provide you with contact details for your local St.George Financial Adviser;

    • or
  • Go to the Financial Planning Association (FPA) website to assist you in finding a financial planner.
  • Invest directly with Advance - click here to follow the easy steps.

Benefits of having a Financial Planner

Good financial advice helps you make the most of what you have while you create a comfortable future for yourself and your family. It’s based on your goals and dreams, and includes tax planning, investment and your financial security.

An experienced, well-informed financial adviser should be able to assist you with the following:

  • accurately assess your financial situation
  • create an investment strategy suitable to your needs and objectives
  • assist with setting financial goals
  • make recommendations for investments that best suit your needs and objectives
  • assist you in making informed investment decisions
  • recommend insurance to manage risks
  • assist with managing your debts
  • make tax recommendations that would assist in asset growth
  • assist you with planning for retirement

    • and
  • assist with estate planning

Good advice brings peace of mind and financial security – you’ll be protecting what you have now, and have a plan in place to create a financially secure future.

The Financial Planning Association (FPA) has a very useful booklet called Money well spent – Key facts about financial advice. Download the booklet or call the FPA on 1800 626 393.

Advance is the issuer of interests in the Advance Managed Funds and Asgard is the issuer of the interests in the Advance Super Products (the "Advance Products"). The information displayed or given on this webpage is of a general nature and does not take into account any person's objectives, financial situation or needs and, because of that, you should, before acting on the information, consider whether the information is appropriate for you, having regard to these factors. You should also consider obtaining independent legal, financial and/or other professional advice before making a decision in relation to any investment. Before deciding whether to acquire, or continue to hold, an investment in an Advance Product, you obtain and should consider the relevant Product Disclosure Document for that product. You can obtain a copy from your financial adviser, by downloading it from this website or by calling Advance on 1800 819 935, 8.30am - 7.00pm (AEST).