Welcome to B. Moses Group
Investing. Advising. Building for the Long Term.
B. Moses Group brings together investment management, private wealth and specialist financial services capabilities within one broader platform, supporting investors, clients and financial services businesses across different stages of their financial journey.
Good Investment Decisions Begin With Understanding
Investment management is where the B. Moses story began. From that foundation, we have grown by applying the same principle: before capital is invested, advice is given or a solution developed, we seek to understand the objective, the opportunity and the risks involved.
That thinking continues to shape how we manage investments, assess credit, develop financial products and build specialist businesses across the Group.
That thinking continues to shape how we manage investments, assess credit, develop financial products and build specialist businesses across the Group.
Individuals & Families
Bring financial planning, investments and wealth decisions together around your long-term objectives.
Investing Across Public & Private Markets
Our investment capabilities span traditional and alternative markets, allowing strategies to draw on different sources of income, capital growth and diversification.
Across managed portfolios, tailored investments, equities, fixed income, private credit and alternatives, each strategy is considered according to its objectives, risk characteristics and role within a broader investment approach.
Explore Investment Management → Managed Portfolios | Tailored Investments | Equities | Fixed Income | Private Credit | Alternatives
Bringing Your Financial Life Together
Financial decisions rarely exist in isolation. Investments, superannuation, retirement, cash flow, lending, insurance and estate planning can all influence one another.
Our private wealth capability brings these decisions together within a coordinated financial strategy, helping clients understand where they are today, where they want to go and the decisions required along the way.
Plan
Financial planning, superannuation, retirement and cash flow.
Build
Investment strategy, portfolio management and wealth creation.
Protect
Risk management, insurance and intergenerational wealth.
Specialist Capabilities. Connected Where It Matters.
The Group’s expertise extends beyond investment and financial advice.
Across capital markets, investment strategy and product development, regulatory compliance and risk management, securities trustee services, private markets and institutional investment solutions, specialist capabilities support different financial and investment needs.
Each capability has a distinct role, while the broader Group provides the ability to bring complementary expertise together where appropriate.
Developing Solutions Around Real Financial Needs
Financial innovation can create new ways of connecting capital with real financial and social needs.
Our experience includes developing investment and financial structures across areas such as retirement funding, housing and access to capital.
One example is Equity Income, the Group’s zero-interest equity release strategy designed to provide eligible Australians aged 50 and over with access to a portion of their home equity without conventional interest accruing on the loan.
Whether you’re exploring investment management, private wealth or specialist financial services, our team can help connect you with the right part of the Group.
1300 463 031
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