The Vanguard Group

We help financial advisers to provide high-quality investment solutions, connect more deeply with their clients, and enhance the value of their advice. Our commitment to excellence and expertise in the investment industry has earned us more than 40 awards over the last decade. Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (VIA) is the product issuer and operator of Vanguard Personal Investor. Vanguard Super Pty Ltd (ABN 73 643 614 386 / AFS Licence 526270) (the Trustee) is the trustee and product issuer of Vanguard Super (ABN 27 923 449 966). The Trustee has contracted with VIA to provide some services for Vanguard Super.

Our mission is to empower investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized solutions. As a fiduciary, we are required to act in your best interest. A focus on risk management prepares investors to stick with their investment plan in volatile markets. We offer personalized financial solutions to help you achieve your unique goals. Our expert advisors provide a range of services, from retirement planning to investment management, tailored to your financial needs. We offer a suite of investment management solutions, including outsourced chief investment officer (OCIO) services and model management provided through unified managed account (UMA) and separately managed account (SMA) platforms. In partnership with plan sponsors and third-party administrators (TPAs), we provide investment advisory services to corporate retirement plans.

Vanguard Investments is a highly focused multi-family investment sales and advisory company. We specialize in the acquisition and disposition of multifamily property.

We are a leading investment and retirement services platform committed to building long-term relationships with advisory firms. We provide you with access to the latest views, insights and market information through nationwide events (some hosted virtually). As an employer, we are committed to diversity and inclusion and we continue to build a culture where everyone’s voice is heard. We are signatories of the Principles for Responsible Investment and currently have an A+ rating. Our goal is to help firms like yours build strong, profitable, and sustainable businesses and to give you all the support you need. We’re wholly committed to the continuous development of our adviser services business and we’ve introduced a myriad of enhancements since 2020 alone. This means we never have to compromise on delivering our goals, and can act in the long-term interests of both you and your clients. Expert advice should never be limited by choice, which is why we offer over 5,500 investment options including mutual funds, ETFs, investment trusts and company shares.

Vanguard is an award-winning, full service, integrated marketing and business solution provider. For over 40 years, Vanguard has been committed to a mission of creating, producing, and delivering products and services that align with your business goals and make a positive impact in the world.

Fully Vested in Client Success Because we have no proprietary products, every financial decision we make serves one purpose — to exceed our clients' goals.Dedicated and Experienced Financial Advisors Our team combines financial acuity, expertise and sense of responsibility to manage each client's assets as if they were their own.Results Driven 97% customer retention rate is a testament to our commitment to achieving results.