About Finmar Asset Management
Finmar Asset Management is a boutique Australian financial services business based in Mandurah, Western Australia.
The business forms part of the broader Finmar philosophy of providing long-term, relationship-based financial services to clients who value clear thinking, practical advice and disciplined portfolio management.
The wider Finmar group has a long history in financial services, with experience across investments, insurance, financial planning, business structuring and client administration. Finmar Asset Management adapts this experience to the Australian regulatory environment and focuses on investment advisory and portfolio-management services for wholesale clients, including qualifying sophisticated investors.
We aim to provide a personal, senior-adviser-led service. Our clients generally require more than generic product advice. They often need careful portfolio construction, global diversification, risk management, coordination with professional advisers and ongoing review of their investment strategy.
Finmar Asset Management is operated from Western Australia and supported by secure technology, external professional advisers and approved operational support resources.
Our investment approach
Our portfolio approach may include:
- Diversified asset allocation
- Listed securities
- Exchange traded funds
- Managed investment schemes
- Cash and fixed income exposure
- Currency and market-risk considerations
- Global and offshore investment exposure
- Regular portfolio reviews
- Coordination with professional advisers
Discipline, diversification, transparency and long-term thinking.
We believe that suitable investment advice begins with understanding the client. Before making recommendations, we consider the client’s investment objectives, risk tolerance, liquidity needs, time horizon, tax and structuring considerations, and broader financial circumstances.
We aim to avoid unnecessary complexity and focus on practical investment strategies that can be clearly explained, monitored and reviewed.
Wholesale client focus
Finmar Asset Management provides services only to clients who qualify as wholesale clients under applicable Australian financial services laws, including qualifying sophisticated investors.
Our services are not designed as a mass-market retail advice offering. We generally work with clients who have more complex investment, structuring or portfolio requirements.
If you are unsure whether you qualify as a wholesale client, please contact us before relying on any information on this website.
Clients may include:
- High-net-worth individuals who qualify as wholesale clients
- Family trusts
- Family office-style structures
- Private companies
- Business owners
- Eligible superannuation trustees
- Internationally connected families
- Clients requiring global or offshore investment exposure
