Services

Our Services

Chart your course, on the basis of best expertise

Campbell Investments is a 100% Performance Based Fiduciary Firm, we gain only if you gain and we earn NO commission from the sale of any investment product or service. We believe this orientation also allows us to avoid the conflict-of-interest questions that could arise with a financial counselor who offered investment advice and then collected a commission or fee for its implementation.

As a Campbell Investments client, you benefit from tailored investment support, while best-in-class financial products and service providers compete for your business every day.

This approach empowers Campbell Investments advisors with a unique and unobstructed vantage point to shape and build the right wealth management strategy for you.

Every Campbell Investments advisor has access to some of the best solutions in the financial world, including:

  • Investment platforms
  • Research
  • Trading access and technology
  • Lending products and services

Services

Wealth management services include:

  • Wealth Preservation Strategies
  • Income Strategies
  • Portfolio Design
  • Asset Allocation
  • Multigenerational Strategies
  • Investment platforms
  • Research
  • Trading access and technology
  • Lending products and services
  • And more

Our services include:

  • Personal strategic financial advice
  • Cash flow planning and scenario modelling
  • Investment portfolio consulting and administration
  • Personal stockbroking and managed fund selection
  • Structured investments
  • Salary package, career change and redundancy advice
  • Retirement planning
  • Personal risk insurance broking
  • General insurance broking
  • Mortgage broking and lending services
  • Aged care advisory services
  • Estate planning