No long game is the same. Every client is at different stages with different goals. That’s why MLC SMAs give you complete access, improved diversification and more flexibility to set yourself and your clients up for the long game.
Backed by over 40 years of multi-asset investing experience, our portfolios are built to give you choice, clarity, control, and confidence delivering tailored solutions for every client, in every market.
With 10 diversified portfolios across our Value and Premium suites, MLC SMAs offer flexibility supporting client goals and fee preferences, all backed by MLC Asset Management’s deep expertise in portfolio construction.
We carefully select specialist investment managers to build investments in each asset class to align with our objectives. Together with expert partners, we monitor a wide range of potential market conditions that optimise returns for each asset class.
Design to deliver above-inflation at a lower cost, these highly diversified investment solutions are actively managed where it can make the biggest difference to risks and returns, with passive investment to keep costs low. Investments are mainly managed through a combination of direct shares in companies, EFTs and managed funds.
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These highly diversified investment solutions focus on delivering above-inflation returns through an actively managed portfolio - a blend of direct shares and managed funds.
Choose the portfolio that suits your client's risk appetite, time horizon and life stage.
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Advisers are finding that it’s not just performance that sets MLC Managed Account Strategies apart, but it’s the difference they make in everyday client conversations.
MLC’s SMAs are available on the following platforms: AMP North, BT Panorama, CFS FirstChoice, Expand, Grow Wrap, HUB24, Macquarie Wrap, Netwealth, Rhythm and Voyage.
Watch our Portfolio Manager, Anthony Golowenko, as he talks through MLC SMAs and how they deliver diversified, expertly managed portfolios for your clients.
Hear directly from Mike Sikar of Delta Financial Group, as he shares how MLC SMAs have streamlined his business, strengthened his practice, and delivered real benefits to his clients.
Take advantage of our game-changing digital platform designed to help advisers deliver smarter, more engaging investment conversations and reporting.
Showcase your investment expertise through tailored portfolios with personalised, branded client reports.
Bring portfolios to life with full transparency across asset classes, managers and performance
Simplify your advice process with drag-and-drop portfolio uploads and tailored portfolio creation
Keep clients informed with easy access to fund reporting, independent research and educational materials
National Sales Manager – Multi Asset Investment
Mobile: 0450 476 100
Email: tanya.diaz@mlcam.com.au
Investment Specialist – Multi Asset Investments (VIC)
Mobile: 0409 793 324
Email: paul.ruggeri@mlcam.com.au
Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0436 617 551
Email: megan.bonke@mlcam.com.au
Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0436 642 057
Email: tim.higgins@mlcam.com.au
Investment Specialist – Multi Asset Investments (WA / SA)
Mobile: 0481 035 847
Email: michael.carroll@mlcam.com.au
Investment Specialist – Multi Asset Investments (VIC)
Moblie: 0451 219 454
Email: andrew.nguyen@mlcam.com.au
Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0449 043 454
Email: james.winder@mlcam.com.au
National Manager – Investment Central and Adviser Engagement
Moblie: 0419 339 195
Email: jennifer.mclean@mlcam.com.au
Manager – Investment Central
Mobile: 0430 099 286
Email: evelyn.khor@mlcam.com.au
