Core beliefs
Specialists in wealth
We focus on creating and preserving wealth for private clients and not-for-profits. Our disciplined approach is underpinned by leading research and capabilities to optimise returns and outcomes.
Genuine independence
We have led the profession by putting client interests first. Because we have no product conflict, we can source the right solution for your goals and access every potential opportunity for better returns.
A wealth of experience
Asteri’s distinctive model and culture attracts Australia’s best advisers, some of the industry’s most experienced wealth professionals. Our outstanding client service is both responsive and accessible.
Putting clients first
We treat your wealth with the respect it deserves. As advisers, we value the strength of our client relationships and the outcomes we create – not an ability to distribute investment products.
Our commitment to transparency
The only elephant in our rooms
In every Asteri meeting room, you’ll find a small elephant figurine. For us, it’s a visual reminder to lean into the hard but important conversations – making it the only elephant in the room.
This is our commitment to you:
- We will always address the big issues, even when they may feel uncomfortable.
- We will be absolutely transparent, sharing our wisdom and insights with courage.
Our commitment to the community
Asteri is committed to giving back to the communities in which we operate.
The Allies Program encompasses various initiatives that harness our combined time, resources, and skills to achieve this. This includes the Asteri Endowment, into which Asteri contributes 1% of our profits. Our community work is a centrepiece of our culture, and the Asteri Endowment is the embodiment of our commitment to this.
Read more about the Allies Program and the Asteri Endowment.