Personal Service
Whether you’re investing for income, retirement, or seeking tailored lending solutions, our team provides responsive, professional, and personalised service at every stage of your journey.
Who We Are
La Trobe Financial is one of Australia’s most trusted and recognised alternative asset managers, with over 70 years of proven experience helping Australians and international investors grow and preserve their wealth.
Through a disciplined approach to investment management, we focus on quality, consistency, and long-term performance across all market conditions.
Today, we proudly manage over $21 billion in assets on behalf of more than 120,000 investors, including global financial institutions, financial advisers, retirees, and individual investors.
We are committed to solving complex financial challenges in a human-friendly and transparent way. Our dedication to delivering durable investment solutions and stable retirement income options, strong long-term performance, while maintaining open communication and building lasting partnerships, sets us apart as a trusted leader in asset management in Australia for every investor we serve.
Why Choose La Trobe Financial
With a heritage of performance, trust, and innovation, we remain a leader in private credit, alternative investments, credit funds, and wealth management solutions. Our mission is to help investors achieve financial independence and peace of mind through disciplined, long-term investing.
Proven Performance
Our disciplined investment and risk management processes deliver consistent, market-leading results across economic cycles.
Decades of Expertise
With over seventy years of experience, we bring unmatched knowledge and insight to every portfolio, loan, and investment strategy with a focus on preserving capital and delivering dependable income.
Our Values
Our founding philosophy of “others before self” is at the core of who we are. It shapes our strategy, guides our investment decisions, and defines how we deliver results for our clients.
Trust
A trusted investment partner to Australian investors, retirees, and borrowers for more than seventy years.
Excellence
We strive for excellence across every aspect of our business, from our innovative investment products to our personalised wealth management services.
Accountability
Every member of our team is accountable for achieving the best possible outcomes for our clients, borrowers, investors, and stakeholders.
Make a Difference
We embrace our responsibility to give back to our community and we are committed to a diverse and inclusive workforce.
These are the values that have inspired our teams since we were founded in 1952 by Ray O’Neill with the steadfast belief that home ownership was the foundation of financial independence. “The opportunity to acquire your own home is a central tenet of our economic freedom and a measure of our success as a country.” – RK O’Neill
Explore La Trobe Financial
Lending
We’ve been a trusted partner for over 70 years, our consistent credit policy and unparalleled lending solutions give mortgage brokers and their clients the confidence they need.
Investing
We manage high quality portfolios designed to deliver in good times and in bad. No matter your investment timeframe, you can make your money work harder with La Trobe Financial.
Careers
We strive to attract the best people to join our growing business. We promote a collaborative and supportive environment where you can learn and excel.
Some of our Awards
We are proud to be consistently recognised for excellence in asset management, real estate credit finance, and corporate leadership.
Our awards and industry accolades reflect our commitment to delivering trusted investment performance, responsible lending solutions, and outstanding service to our investors, borrowers, and partners across Australia.
