Trusted name for efficient portfolio management in Australia

For years Financial Shoebox has been trusted by a variety of clients who require expert help with their investment portfolios. No matter where you are in Australia, we will deliver the gift of efficient portfolio management to you, using the industry standard software to keep all of your data in one place.

Please allow us to explain the Shoebox advantage to you by reading the information provided on this page.
Read More

Trust

  • Independent platform for investment and advice
  • Proven technology
  • Excellence in client service
  • Cloud based software provided by Praemium, a global, financially solid company

Simplicity

  • Easy to switch between models - blend or add new ones
  • Wide range of investment instruments and currencies
  • Online reporting for investors and their advisers
  • Accountant strength reports for tax purposes

Value

  • Client portfolios updated daily, reports available 24/7
  • Low cost, tax effective solutions
  • Active or passive strategies
  • Online client portal

Reasonable pricing

  • No asset based charges, fees only for service
  • Accounting savings

Control

  • You decide the assets to hold
  • You conduct the transactions
  • We monitor and report
  • We provide the performance and tax information you need to manage your portfolio
our team