Investment Platforms 2019-08-04T03:15:49+00:00

Providing investment clarity

Our investment platforms combines all of your listed securities, managed funds, shares, insurance and superannuation into one account, eliminating the administrative burden and paperwork that comes with a typical investment account.

Manage your investments and superannuation your way

Cashel Investment Account

Our audited investment platform provides global investment opportunity access. Utilising the J.P. Morgan Global Custody platform and independent trustee services we are able to provide an online investment platform that enables you clarity and convenience to see and access investment opportunities as and when they arise.

Through this account you will access to the broadest investment menu:

  • 20+ Cash and Term Deposits
  • 20+ Fixed Interest Securities
  • 100+ Managed Funds
  • 50+ Exchange Traded Funds
  • 200+ Australian Listed Securities
  • 1,000+ International Listed Securities
  • Direct Access to Initial Public Offerings
  • Separately Managed Accounts
  • Diversified Portfolio Investment Options

For further information Register for Cashel Family Office.

Cashel Superannuation

Cashel Super provides a full investment menu, which also utilises the financial stability of the J.P. Morgan Global Custody platform and independent trustee services we are able to provide an online investment platform that enables you clarity and convenience to see and access investment opportunities as and when they arise.

Through this account you will access to the broadest investment menu:

  • 20+ Cash and Term Deposits
  • 20+ Fixed Interest Securities
  • 100+ Managed Funds
  • 50+ Exchange Traded Funds
  • 200+ Australian Listed Securities
  • 1,000+ International Listed Securities
  • Direct Access to Initial Public Offerings
  • Separately Managed Accounts
  • Diversified Portfolio Investment Options

Through this account you will also have access to insurance options:

  • Customisable retail insurance cover can be help outside of Fund

For further information Register for Cashel Super.

Do you have questions?

Please contact us via the following form, or contact 03 9209 9000.