Located in the heart of Hawthorn East, Invest-track is a specialist Portfolio Administration firm recognised for its expertise in providing high quality service for their clients to stay on top of their funds performance.

Our values define our firm and our culture to attract people who take pride in how we work. Integrity underpins all we do and our focus is on client service.

Vision

We strive to forge long term business relationships with a broad range of clients, built on trust, accessibility, and efficient and timely service. We do this by having friendly staff who work closely with you to ensure the highest expectations are met.

We are dedicated to help our clients benchmark their success both in the short term and into the future. It is this unswerving dedication to our clients’ personal and business requirements, ideas, and future projections that sets Invest-track apart from other share portfolio administration groups.

Mission

We are driven to help our clients to achieve their business and personal goals. We always endeavour to maximise opportunities in ways that suit our clients’ respective infrastructure and resources. We put emphasis on clear communication, and the easy accessibility to our client services team helps us develop close “partnerships” with our clients, and ensures we always deliver goal-driven service.

We are committed to:

• Enhance and protect the well being of our clients by providing them with full control over their portfolio and ability to make forward thinking action based on accurate and timely information
• Behaving in an ethical, trustworthy, and caring manner
• Advocating our clients’ needs
• Respecting our people and encouraging them to achieve their full potential.

At Invest-track, we empower our clients with clarity and power over their investment activity.