Business Summary
We are dedicated to the financial wellbeing of our clients – no matter how big or small their investments.
About Us

At Colonial First State, we've been helping Australians with their investment needs since 1988. In that time, we've become one of Australia's leading wealth management groups, with more than a $113 billion funds under administration as at December 2015. How did we get here? Strong investment performance, efficient administration, value for money and award-winning service have all played a part. But there's something else. We're passionate about what we do. In all areas of our business, we're absolutely dedicated to the financial wellbeing of our clients – no matter how big or small their investments.

What We Do
  • Financial Advice
  • Retirement
  • Superannuation
  • Managed Funds
1. Do I really need financial advice now?
The sooner you get financial advice the better. Many people don’t get financial advice because they think they don’t have enough money, have left it too late or that obtaining financial advice is too expensive. It is important not to delay at least having a chat with a financial adviser.
2. How much does a financial adviser cost?
The cost of the advice of a financial adviser generally depends on how complex your financial plan needs to be and how much money you have to invest. Whatever the charges, the financial adviser will explain them clearly, when they take you through their Financial Services Guide (FSG).
3. What will a financial adviser need to know about me initially?
Personalised financial advice will be tailored to your particular circumstances, expectations and goals. Different financial advisers have different areas of expertise, so before you choose your financial adviser, it’s important to ask yourself what kind of financial advice you need. It can involve a long-term investment strategy, a plan for retirement or even just financial advice on insurance or a one-off investment.
Notable Achievements
Wealth Insights - 2016 Service Level Survey Awards
Chant West Winner Pension Fund of the Year
Payment Methods
Direct Deposit