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Empowering
Advisers to
Focus on What
Matters Most

Contact our Team

PMX empowers you with the portfolio solutions, tools and support to strengthen your investment proposition — freeing you to focus on delivering exceptional client outcomes.

Inconsistent performance erodes client confidence, disrupts financial plans and stunts business growth - while adding regulatory risk.

Success starts with consistent, market-leading investment outcomes, with the option to use technology to seamlessly integrate with your advice process.

PMX provides the bridge between investment management, financial planning, and behavioural risk, enhancing both adviser effectiveness and client experience.

Strategic investment solutions that are:

Comprehensive

An investment range that meets diverse client needs

Congruent

Portfolios that support their value proposition

Compatible

Solutions that tie into the advice process

Credible

Robust, consistent & defensible

PMX has built a collegial network of top-tier advisers, many having been recognised as Financial Planner of the Year and their businesses for Practice of the Year, with a strong adoption of PMX technology in their propositions.

“I just wanted to say thank you for everything - you have come to be the amazing partner you promised to be and I couldn’t be more pleased with the service being provided”

Kate Henderson |Create

“The quality and clarity of PMX communications is very good. I regularly get the chance to compare your material vs your peers and yours is far, far better.”

Graeme Inglis|Poise

“Thank-you for the excellent ongoing service. Your support team is second to none, I’ve never experienced anything like it in my twenty-five years as an IFA.”

David Groves|Shipman

“I haven’t had this level of service from a provider for over ten years.”

James Caviel|HCW

“Thanks for your assistance during this important transition for us and our clients. Your help with communicating the benefits, and with developing high-quality supporting documents has been greatly appreciated and ensured swift and enthusiastic transition of clients to the new PMX portfolios.”

Matt Annison|Hoyl

“Since the launch of our partnership, it has been a big success, with clients saving money and receiving high-quality information and service from PMX. This collaboration has significantly enhanced our ability to meet our clients’ needs effectively and efficiently.”

Phil McGovern|MPA

“Allows us to focus on what we do best: providing highly personalised financial advice to our clients, while remaining confident that our discretionary fund managers consistently deliver.”

Sue Torr|Crue Invest

“We empower our clients to achieve lasting well-being and peace of mind. PortfolioMetrix is the perfect partner to assist us in making our mission a reality.“

Hendri de Klerk|Ultima Financial Planners

“Our association with PMX for over a decade has brought a deep appreciation for their integrity, talent and professionalism.”

Neil Cairns|Naviganti Financial Planning

“We have always found the team to be professional, responsive and supportive.”

Travis Hawkins|Spry

“Every time an existing client is moved on to a discretionary mandate, I feel a weight lifting off my shoulders.”

Neal Kelly|Thomond Asset Management

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