Notice On 18 September 2025 ASIC have lodged an Interim Stop Order on our 12 Month Term Account, 2 Year Account, and USPC Fund Class B. These products cannot take new investments until the matter is resolved. We are urgently engaging with ASIC on these matters and hope to bring about an efficient resolution. For more information, click here.
Our CEO, Chris Andrews, recently shared his insights on AusBiz regarding the evolving landscape of alternative investments.
June 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.
CEO, Chris Andrews, was interviewed on ausbiz by Juliette Saly. They discussed developments in private credit, the impact of recent geopolitical risks on markets, and the importance of diversification in building a strong portfolio.
If you have read updates from La Trobe Financial over many years, you will have heard us provide, again and again, very simple wealth creation measures: Patience, Simplicity & Diversification. We preached these messages because again and again, at all levels, these simple tenets of creating wealth work.
The United States and all its news, culture, entertainment, politics and business influences are never far from everyday life in Australia. From Black Friday sales and trick-or-treating on Halloween to nuclear-powered submarines and Netflix binges, American and Australian lives are deeply intertwined.
It’s been a blockbuster month for economic data in Australia. The key takeaway? Cautious optimism remains the most sensible stance. While it would be nice to drop the “cautious” and lean fully into optimism, risks still linger.
In asset management, there’s really only one product on the shelf: investment performance. And the old saying, “what’s on the label should match what’s in the tin,” couldn’t be more relevant. It speaks to the importance of transparency, honesty, and consistency—qualities every investor should expect from their manager.
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