The value financial advisers play in our community only became more pronounced during Covid-19.

“We heard stories of advisors supporting their clients in ways that demonstrate how their roles go far beyond just recommending financial strategy.

We wanted to capture these stories and share them back with you. Here are some of the moments that made us proud to support Australian financial advisors.”

– Richard Brandweiner, Chief Executive, Australia, Pendal Group

The challenges we face now, define who we are in the future.

Everyone has a story to tell, and together we create a new one; a story of a future worth investing in.

Nic Andrews

Total Clarity Group

Nicole Florrison

Florisson Financial

Diana Saad

Silway Private Health

Virginnia Hottes

Viridian Advisory

Bert Dugdale

RI Advice

Graham Southgate

Prosperity Advisers

Peter Foley

Thirdview Financial Planning

David Murray

Sterling Private Wealth

The #invested stories from 2019

“We all have dreams for what our future may be. Investing gives you the ammunition to deliver on your dreams”

Alan Freshwater

RI Bondi

Invested in delivering dreams

watch their story
“Peace of mind is probably the most important thing in life”

Sue Morris


Invested in enjoying every moment

watch their story
“Money isn't the be all and end all to absolutely everything. But what it can do is facilitate the life that you're aspiring to live.”

Will Hamilton

Hamilton Wealth

Invested in having a plan

watch their story
“The little things we do every day - they're the things that count towards the future, they're the things that make a big change.”

David Hazelwood

Knightswood House

Invested in overcoming adversity

watch their story
“I think it all comes down to what you value. To me, that's family above all else.”

Antoinette Mullins


Invested in advancing women

watch their story
“It's all about relationship building. It's about walking my client's journey with them, providing advice and guidance along the way.”

Janet Tang


Invested in sharing the journey

watch their story

The future is worth investing in

Pendal is a group of independent, global investment managers focused on helping more people experience the outcomes of good investment.

Our experienced fund managers have the autonomy to make decisions with conviction, underpinned by a philosophy that celebrates a diversity of insights and approaches.

Client success stands at the core of everything we do. We partner with our clients through the understanding that trust is earned by delivering results.

That’s what makes Pendal the company that really cares about what your money does – personally, locally and globally.