PPM offers both Individually Managed Account (IMA) and Separately Managed Account (SMA) investment solutions. These structures are simple and transparent, with each client retaining the benefits associated with direct ownership.

PPMs premium IMAs enables our professional investment management services to be tailored to meet each client’s individual tax, income and investment requirements. We will build and manage a bespoke portfolio for you.

PPMs SMAs enable a greater range of clients to access PPMs professional management services and core investment strategies. PPM offers both investment and superannuation SMA options.

Our experienced portfolio managers have established a proven track record of over 20 years in applying skill and expertise to construct concentrated portfolios that are well positioned to withstand market cycle volatility and yet take advantage of investment opportunity.

PPM offers the a number of broad strategies across balanced, income and growth style portfolios as well as asset class specific portfolios , Australian and International equities.

The tailoring of PPM services is not restricted to its investment management, PPM provides a premium tailored client servicing experience. Our individual client focus means that each client has direct access to PPM and their portfolio manager.

Our clients can access their portfolios 24/7, via our secure online portal in addition to receiving comprehensive quarterly reporting and end of year tax reporting.

Our interests are aligned with our clients. PPM is managed and majority owned by its employees and founding members, who invest alongside our clients.