About Us

Welcome to ASP Portfolio Managers. We are a bespoke investment advisory practice transforming the wealth of our clients through active, sophisticated investment management.

We are bound by our values of trust, integrity & success and tailor our investment advice to achieve the individual wealth and life ambitions of our clients.

We enrich our clients with investment insight and guide them through their portfolio strategies so they know exactly what they are investing in, and why.

Our clients include successful business owners, medical professionals and families with complex needs.

 ASP Portfolio Managers is a Corporate Authorised Representative of Private Wealth Pty Ltd (AFSL 320404). We are 100% independently owned without any alignment to any major bank or insurance company.

ASP Portfolio Managers was formed in 2004 and today is responsible for managing over A$125 Million on behalf of clients across a diverse range of investments, with a focus on direct equities ownership & listed fixed interest.  

Working with ASP Portfolio Managers is a consultative approach

The investment advice we provide is strategic and takes into account your attitude to risk, your unique needs and objectives and life stage.  Best of all, it is highly personalised and tailored to help you achieve your wealth and lifestyle ambitions.

Discover how our investment approach will benefit you

Investment philosophy

Our investment philosophy is built on the following investment principles:

How we work with our clients

• We build personal and trusted relationship with you
• We provide strategic advice as well as portfolio implementation and ongoing management
• You have secure online access to your investment portfolio at any time as well as comprehensive reporting.
• We provide you with quarterly and annual investment reviews.