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There are some exciting changes happening at Cranage right now – and we want to share the benefits with you.

At Cranage Financial Group, we believe in the importance of continuing to evolve and grow. So we wanted to share some exciting changes to our business, as we turn a new page in our company’s story.

Welcome to our new home

After 10 years, we’re returning to bayside Melbourne, the original home of Cranage. Our bright and breezy boutique office is located at Level 2, 299 Clarendon St, South Melbourne – right in the heart of this vibrant suburb.

Doors open on Tuesday 3rd April, so if you’re in the area drop by for a coffee and a tour – and enjoy the spectacular views from our balcony.

Introducing the CFG Investment Series Portfolios

Earlier this year we set up CFG Advice Pty Ltd, our own Australian Financial Services Licensee. One of the key benefits of having our own licence is the ability to offer our clients access to a new range of managed accounts.

Managed accounts are quickly becoming the preferred method of investing for many Australian financial advisers and their clients – thanks to technological advances, changing investor needs, and innovation in administrative systems.

So after months of researching the best options in the market, we’re excited to launch the CFG Investment Series Portfolios managed accounts service – offering new opportunities for growing your wealth.

We’ve partnered with Zenith Investment Partners, one of Australia’s leading investment research consultants to select and manage the underlying assets in our portfolios. With 16 years’ experience in researching, rating and building portfolios, they currently manage over $16 billion in assets ­­­– and we’re excited to have them on board.

A wealth of benefits

The CFG Investment Series Portfolios have been designed to deliver:

  • Higher performance potential. With the ability to make portfolio changes instantly, you can gain exposure to the best possible investments without any lag.
  • Expert management. Your portfolio will be professionally managed by a dedicated team of investment specialists at Zenith.
  • Greater transparency. A managed account enables you to see where your money is invested, right down to the individual asset, and to monitor any changes made on your behalf.
  • Detailed reporting. You’ll receive regular reports with greater detail around your portfolios, the underlying investments and the state of the financial markets.

If you would like to find out more about our new CFG Investment Portfolio managed accounts, get in touch at 03 9883 8866. We can help you find the right investment option – so you can live life to your full potential.