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Our Services

Freshwater Financial Marketing Pty Ltd provides customised business solutions for Australian and offshore investment management companies and Australian wealth management firms.

Offshore investment managers seeking to enter the Australian market we provide comprehensive market entry strategies encompassing:

  • Market structure, trends and relevant gatekeepers
  • Client product suite review and advice as to the appetite of institutional, wholesale and retail market segments
  • Competitor analysis
  • Licensing, compliance and governance advice
  • Representation strategy in Australia including the analysis of options including third party marketing, alliance partnerships and the opening of a representative office
  • The initiation of introductions to gatekeepers in each market segment


Australian investment managers seeking to enter offshore markets we provide comprehensive market entry strategies encompassing:

  • Overviews of the geographic target market including investment trends and competitor analysis
  • A comprehensive analysis of the market potential for a client’s investment capabilities and their potential appetite with relevant gatekeepers
  • Introductions to relevant gatekeepers including family offices and pension funds
  • The provision of an interface with Austrade


Australian investment managers seeking to develop domestic distribution capabilities across institutional, wholesale and retail channels we provide:

  • The Review of client investment products and potential traction in the targeted market segment
  • A comprehensive scoping report on the distribution requirements of each client taking into consideration best fit distribution business model and costing of resources
  • Competitor analysis 
  • Introductions to gatekeepers in each market segment

Australian Wealth management firms we provide their management professional with exposure to a range of programs aimed at:

  • Offering direct access to leading Australian and offshore investment managers where they can interact in workshops tailored to their requirements. Management professional and Advisers participating in these programs will have the opportunity to gain an insiders view from investment managers who will share their investment thinking and product ideas. The programs will be conducted with a focus on gaining market insights through interaction directly with global professionals.
  • Ensuring that professionals gain the most from their participation in the UK and US financial planning conferences. Freshwater Financial Marketing Pty Ltd has initiated the Global Advisory Program (GAP) that is aimed at professionals who are looking to broaden their knowledge of global markets, gain insights into the business practices of their offshore colleagues and the changing regulatory environment in the US and Europe.

The next ‘GAP’ program is scheduled to join The Financial Planning Association conference to be held in San Diego from 16-19 September, 2011 and The Institute of Financial Planning conference to be held in Wales from 3-5 October, 2011.

Click here to view ‘GAP’ proposal