The Mutual Bank

Maitland Mutual Limited, trading as The Mutual Bank, is a member-owned financial institution committed to delivering industry leading financial products and services to the Hunter Region. Established in 1888, The Mutual Bank is #heretohelp and has provided strength, security and stability over the years to personal and business members; through floods, depression, financial crisis, coalfield riots, and most recently the coronavirus pandemic. The Mutual Bank values community; and is an active supporter of local initiatives including education, sports, charity, cultural interest groups and community organisations. Talk to us… for all your banking needs. We are #heretohelp our local community through this challenging time, and have branches open for business in Maitland, East Maitland, Rutherford, Mayfield, Raymond Terrace and Dungog.

Pengana Capital Group

Pengana Capital Group (ASX: PCG) is an ASX listed diversified funds management group specialising in global and Australian equities, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors. Founded in 2003 and headquartered in Sydney, with offices in Melbourne and Singapore, we have investment teams based in Sydney, Melbourne, Singapore, Chicago, Boston and London. Pengana’s premium investment products employ active strategies with non-benchmark mandates, giving our investment teams the freedom to invest in their best ideas. We have a proud history of employing leading in-house investment teams to manage our investment funds and partnering with exceptional investment managers around the world, to ensure that our clients have access to the highest calibre investment teams in their category. Our investment managers are equity partners in their individual businesses, and as such their goals are completely aligned with those of our investors. While each investment team has their own investment strategy and philosophy, they are united by our collective belief in detailed fundamental company analysis and benchmark unaware, active management. For investors seeking responsible investment solutions that also meet their financial goals, Pengana offers a range of products that allow investors to align their portfolios with their principles without compromising their investment returns.

mgd

We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide. With global capacity, we help our clients manage, protect, and grow their wealth, giving them the financial freedom and financial resilience to achieve their personal, financial, and career aspirations. Foundational to our firm is our duty to act in our clients’ best interests. For more than 45 years, we have been building long-standing relationships with our clients, moving in lockstep with them and adapting their financial strategies through the joys, challenges, and complexities life throws their way. Our firm and many of our advisers have lived and worked through some of the biggest crises, and legislative and regulatory changes of our time. The depth of experience and range of specialist knowledge across our advisory enables us to assist our clients from every financial dimension. We adopt a total wealth management approach that offers an advice solution that seamlessly combines essential advisory, administration, and compliance services. Our approach enables us to provide our clients with an optimal wealth management solution that is tailored and aligned to the achievement of their personal, business, and lifestyle ambitions and the financial goals that underpin them. Our suite of specialist advice capabilities includes wealth management, investment and asset consulting, self-managed superannuation fund administration and advisory, tax advisory, personal and business accounting, personal risk insurance, business succession, as well as estate planning and administration. While our services can be accessed as part of an integrated solution, they are also available separately. MGD is privately owned and we operate under our own Australian Financial Services Licence (AFSL no. 222600).

AMP Capital

Dexus (ASX: DXS) achieved Final Completion of the acquisition of Collimate Capital’s real estate and domestic infrastructure equity business on 30 November 2023. Dexus is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $61.0 billion (pro forma post final completion of the AMP Capital acquisition). Dexus directly and indirectly owns $17.4 billion of office, industrial, healthcare, retail and infrastructure assets and investments, and manage a further $43.6 billion of investments in our funds management business (pro forma post final completion of the AMP Capital acquisition) which provides third party capital with exposure to quality sector specific and diversified real asset products. The funds within this business have a strong track record of delivering performance. The group’s $17.4 billion real estate development pipeline provides the opportunity to grow both portfolios and enhance future returns.

Count

We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from their past, maximises their present and plans for a future where they can do what matters most to them.