Investor News

If you have read updates from La Trobe Financial over many years, you will have heard us provide, again and again, very simple wealth creation measures: Patience, Simplicity & Diversification. We preached these messages because again and again, at all levels, these simple tenets of creating wealth work.

Australia’s premier alternative asset manager this week announced that a milestone $20 billion in AUM has been reached.

Planning, and then implementing that plan, is the foundation of success; with small steps, taken consistently over a lifetime making a big difference.  So we all need a financial goal, or north star.  And what better time than the beginning of a new financial year to consider our goals, or reflect to see whether we are still on track.

June 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.