Investment Services

Whether you are investing your superannuation money, saving for a house or to educate the kids, you need an investment strategy – a blueprint that recognises your needs, attitude to risk, the purpose of the investment, the timeframe and so on.

ARA provides this service primarily through investment funds that we have developed for the exclusive use of our clients.

Central to these product offerings is ARA’s prudent investment management philosophy, absence of any sales or product commissions, and the provision of sound ongoing financial planning advice as part of the package.

We provide diversified investment options that can be blended in any combination to suit the individual needs of investors. In this way we can cater for the risk averse or short term saver through to the more adventurous, long term investor.

Fundamental to our investment philosophy is the conviction that the way to a satisfactory return is to effectively manage the risk.  

The ARA Investment Fund (ARAIF)

The ARAIF is a diversified, flexible investment portfolio suitable for investment by individuals, family trusts, and self-managed superannuation funds.

Security is provided by the very broad spread of investment risk and the ability to tailor a portfolio entirely to your own preference.

Assets of the fund are held in safe custody by the National Australia Bank to provide additional investor protection.

Click here to view the history of the fund’s performance.

The ARA Retirement Fund (ARARF)

The ARARF is provided for individuals and employers seeking a flexible, diversified superannuation fund, supported by a full financial planning and advice service. All funds are invested in the ARAIF according to the individual direction of the contributing member.

The ARARF also provides pension facilities for retirees or those approaching retirement.

Again, the assets of the fund are held in safe custody by the National Australia Bank to provide additional investor protection.

Click here to view the history of the fund’s performance.