- (AU) Advance Funds Management
 - Managed investments include property, cash, and Australian and international shares. Division of the St. George Group. - (AU) Aspect Equity Review
- Information and analysis on the top 500 stocks, and the tools to select and manage a portfolio.
- (NZ) Broadbase Financial Consulting
- Investment advisors and financial planners for individual and corporate clients.
- (AU) Challenger International Limited
- Develops, manages, and distributes a range of products, including superannuation, capital guaranteed annuities, trusts, and warrants.
- (AU) Charting Without Pain
- Introductory course for trading or investing in shares and derivatives using charting and the Internet.
- (AU) Count Wealth Accountants
- Offers advice in investment management, financial planning, retirement, superannuation, and insurance. Wealth tips, strategies, and workshops for achieving financial security.
- (NZ) DFS Group
- Personal finance and insurance services, including retirement planning, wealth creation, and investment portfolios.
- (AU) Djerriwarrh Investments Limited@
- (AU) Financial Passages
- Free investment and money information service.
- (AU) FinCorp Finance
- Consumer and commercial financier. Also manages investment portfolios on behalf of clients.
- (AU) Funds Focus
- Funds Focus allows discounted do-it-yourself investment into managed funds, life insurance, home loans, margin lending, and share trading.
- (AU) Howard Hanson Investments Pty Ltd (HHI)
- Licensed financial planning service with an unrestricted Dealer's Licence.
- (AU) Investment Risk Management
- Providing financial services expertise to Australian and international investors.
- (AU) Investment Warehouse
- Offers research reports for managed funds, taxation, superannuation, and pensions. Features online stockbroking and other services.
- (NZ) Law Retirement Plan
- Superannuation plan for those in the law industry.
- (AU) Lewis Securities, Ltd
- Buying and selling fixed interest securities.
- (AU) Merrill Lynch Investment Managers
- Offers retirement, pension, and investment funds. Includes daily unit prices and monthly distributioin information.
- (AU) Momentum Financial Services Group
- Offering managed funds, retirement funds, and insurance services, based in Port Macquarie Australia.
- (NZ) Money Managers, North Shore
- Financial planning company.
- (AU) MoneyManager
- Providing news from the Fairfax media group, and information to help you keep track of your daily finances.
- (AU) Permanent@
- (AU) Perpetual Trustees Australia
- Offers individual and corporate financial management, superannuation, and property management services.
- (AU) Prime Time Financial Counsellors
- Licensed dealer in securities and registered life insurance broker.
- (AU) Private Portfolio Managers
- Provides long-term, tax effective investment.
- (AU) QIC
- Provides a variety of fund management services.
- (AU) Self Invest
- Offers the opportunity to invest direct with no entry fees in discount managed funds, investments, superannuation, and allocated pensions.
- (AU) State Trustees
- Provides a range of trustee and personal financial administration services.
- (AU) (NZ) Tower
- Financial services group with offices throughout New Zealand and Australia, offering a range of insurance, trustee, savings, and investments services.
- (AU) Trust Company of Australia
- Financial services organisation provides superannuation, retirement, will, and estate planning, and more.
- (AU) Vanguard Investments Australia Ltd
- Offers a series of index funds covering the major asset sectors, and a range of diversified index funds for personal and institutional investors.
- (AU) Wealth for Life
- Speaker Craig Turnbull delivers seminars on a range of topics relating to wealth creation.
- (AU) Your Prosperity
- Fully integrated online investing service. Designed to help investors independently manage diverse personal investment portfolios which include managed funds and listed shares.
- (AU) Zurich Australia
- Offering superannuation, managed funds, life and commercial insurance, and financial planning tools, including a retirement planning calculator.
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