Take a fresh look at Fixed Income

Register with FIIG Adviser Services or call us on 1300 752 663

 
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Take a fresh look at Fixed Income with the help of the experts at FIIG Adviser Services. Our market- leading products and services save Advisers time and money while allowing them to confidently offer the very best to their clients. Just as timely and predictable income for investors is essential, so too is smart administration and reporting for Advisers.

Adviser Service

A dedicated team of adviser service professionals to assist with product, education and service to make the most of Fixed Income for your clients and for your practice.
Fixed Income Products
Market Leading fixed income products that offer advisers controlled and predictable investment outcomes for their clients.
Direct Ownership
Your clients retain beneficial ownership of fixed income and a well-diversified range of asset classes.
FIIG Expertise
At FIIG we concentrate on just one financial discipline – Fixed Income. That’s how we ensure you and your clients are in the hands of experts.
 

FIIG Term Deposit Service

The FIIG Term Deposit Service offers everything you need to make the most of your client’s cash - saving you time and effort. We handle all the reporting and administration for you and provide easy access to Australia’s largest range of ADIs.

Time Saving Administration and Reporting -Term Deposits no longer need to be a time consuming administration headache. We provide a service that takes the hard work out of managing your client’s investments.

Australia’s Largest Range of ADIs – We have put the largest range of providers in one place to give you maximum choice of term deposits to ensure you can choose the best option to suit your client.

Australia’s Largest Book – FIIG has over $8bn under deposit, Australia’s largest book. You can take comfort that you are investing with the most preferred Term Deposit Service in Australia.

Easy Integration – We understand how essential it is for our reporting and administration to work for you. Our plug in service integrates easily into your system.

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Our online service lets you send rollover, withdrawal and other instructions via our online portal MyFIIG. You can also view client portfolios, download CSV files, receive data feeds from IRESS. We also help you open accounts and handle AML. When it comes to wholesale clients, we can negotiate custom rates and large parcel TDs. There are no fees charged for the FIIG Term Deposit Service, FIIG is paid directly by the banks.

FIIG Managed Income Portfolio Service (MIPS)

FIIGs Managed Income Portfolio Service (MIPS) provides wholesale investors day to day professional portfolio management while retaining beneficial ownership of fixed income securities. MIPS offers four investment programs tailored to your client’s risk appetite and investment goals. MIPS also offers the option of a fully customised program for investment amounts of over $5million.

Direct bond ownership professionally managed – a simple scalable solution for advisors
  • One Fixed Income Solution - direct fixed income investment solution for your clients that includes portfolio management, administration, custody and reporting
  • Convenience and simplicity - allow the MIPS team to take over the day to day management of your clients fixed income investments so you can focus on providing strategic asset allocation and financial planning advice to your clients.

  • Direct bond ownership benefits – your clients have their own custody account ensuring beneficial ownership and that their investments are segregated 
  • Certainty of income – amount and timing of income is generally known
  • Access to wholesale fixed income markets – providing your clients with institutional access to the liquid A$ dollar bond market that is worth approximately $1 trillion and to deal flow as market opportunities arise
  • Platform integration – reporting on IRESS Xplan, Class Super, SuperIQ
  • A simple, scalable fixed income solution
  • Transparency you can view your client's individual holdings, risk and cashflows 24/7 via secure website

MIPS Programs

Minimum investment amounts
The minimum investment amount for MIPS is $250,000 for each Investment Program, or $5 million for a Customised Investment Program.

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Conservative Income Investment Program –
Regular income with exposure to investment grade credit only
Conservative Income invests in investment grade senior and subordinated bonds. Longer dated bonds form a key part of portfolios generating yield from credit and interest rates. The mix of holdings of fixed and floating rate bonds will shift through the interest rate cycle. 

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Core Income Investment Program –
Regular income investing in senior debt only
Portfolios are predominantly exposed to investment grade senior bonds with a small allocation to unrated bonds. Exposure is to medium to longer tenor maturity profiles, facilitating higher yield generation. The mix of holdings of fixed and floating rate bonds will shift through the interest rate cycle.

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Income Plus Investment Program –
Higher income with moderate risk
Income Plus has a broader mandate to invest across the capital structure, senior through to subordinated bonds, and across the credit spectrum to include investment and non-investment grade companies. The allocation to select non-investment grade credits based on credit strength and subordinated bonds generates portfolio yield. The credit exposure and mix of rated and unrated bonds will shift through the credit cycle.

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Inflation-Linked Income Investment Program –
Income linked to inflation to protect purchasing power
Inflation Linked invests pure inflation-linked bonds, CIBs and ILBs, issued by governments, semis and corporates and in FRNs that are highly correlated to inflation. FRNs are included to generate excess yield via credit exposure. The exposure to longer and shorter maturity ILBs will vary through the inflation cycle.

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Customised Investment Program –
Tailored investments of $5m+
MIPS offers the ability to create a bespoke fixed income portfolio based on your key investment objectives including liquidity, credit, duration, diversification and Ethical, Social & Governance (ESG) position.

 

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FIIG at a Glance

$8bn
Australia's biggest cash book

17 years
Established 1998

60 ADIs
Australia's largest range

7,000
Account holders

FIIG is Australia’s leading fixed income specialist. For 17 years we’ve been providing investors with direct access to bond markets and a range of term deposits and other cash solutions. We also help Australian corporates fund their growth through access to bond markets.  We’re also Australia’s largest specialist fixed income provider with over $11 billion currently under investment. 

Client Testimonials

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Meet the FIIG Adviser Services Team

Grant McCorquodale
Head of Clients and Distribution
0404 843 637
[email protected]
Simon Michell
National Sales Manager - Intermediaries
0428 497 328
[email protected]
James Stewart
Business Development Manager - NSW & ACT
0414 883 540
[email protected]
Rob Pearce
Business Development Manager - VIC & TAS
0417 234 622
[email protected]
Renee Oldfield
Business Development Manager - WA & SA
0411 471 111
[email protected]

For all Queensland queries, please contact James Stewart or Rob Pearce

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You can Find FIIG Here

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