Services
Portfolio
When assisting a client with an investment portfolio our advice is driven by the return expectations of the client aligned with a range of risk measures that will set hard and soft guidelines for the portfolio construction process.
Investment Administration
Let CPG lighten your load and assist you with the administration of your investment portfolio
Direct Securities
We have seen a significant increase in the breadth and complexity of investments available, with a corresponding increase in the range and level of risks on offer.
Surveys
CPG publishes a number of surveys on a periodical basis including the Credit Fund Survey which is produced monthly and the Implemented Consulting Survey which is produced quarterly
Looking To Invest In Term Deposits?
Now you can with CPG's on-line platform known as Grove Portfolio Online (GPO). As one of Australia's leading asset consultants, CPG Research & Advisory, is well placed to assist investors compare rates and make informed investment decisions.
GPO provides wholesale investors with comparable daily rates from a number of Authorised Deposit-taking Institutions (ADIs) including: NAB, Citibank, Rabobank, BankWest and Investec, with more to come.
GPO is an online investment administration, transaction and reporting service provided by CPG for wholesale clients and professional investors. It is designed to make investing simpler, more time efficient and more cost effective.
