Financial Services Consulting

Since inception in 2001 Atchison Consultants has worked with many top tier institutional clients across the financial services industry. We provide independent advice for professionals at all levels. Our deep functional knowledge of the financial services industry has assisted many of our clients to achieve their strategic goals through our offering of practical advice and tailored solutions. We work with:

  • Financial institutions
  • Professional trustees
  • Superannuation/pension funds
  • Insurance companies
  • Fund managers
  • Financial intermediaries
  • Public sector, non-for-profit organisations and
  • Charities

Investment Consulting

Atchison Consultants has a long history of providing tailored investment solutions for its diverse range of clientele. We have the experience and capabilities to consult on all aspects of investment portfolio management including establishing overall strategy, through to portfolio composition, management configuration and ongoing portfolio maintenance and reporting. Our consultants are continually researching, modelling and structuring efficient ways to assist our clients in constructing a successful investment portfolio. Areas of expertise include:

  • Investment Market Research
  • Manager assessment
  • Portfolio construction
  • Market and economic outlook
  • Risk management
  • Actuarial services
  • Investment management
  • Transition management
  • Investor education
  • Retirement and wealth management
  • Product design
  • Administration platform appraisal
  • Price evaluation
  • Insurance
  • Business valuations
  • Capital raising
  • Mergers & acquisition
  • Managed accounts

Managed Account Services

Atchison Consultants has extensive experience working alongside:

  • Managed discretionary account (MDA) operators
  • Business owners
  • Financial advisers
  • Specialist administration platforms

We provide a comprehensive tailored service supporting MDAs, SMAs and IMAs including:

  • Setting Strategic Asset Allocation (SAA) and providing Tactical Asset Allocation (TAA) advice
  • Investment objectives, both CPI+ and Target Return
  • Portfolio construction
  • Investment research and monitoring
  • Investment Committee management, participation, governance and reporting
  • Advisor support and communication

Property & Infrastructure Consulting

Atchison Consultants is regarded as one of Australia’s leading investment consulting firms on property and infrastructure investments, having considerable expertise in providing analysis and advice on all aspects of property and/or real estate portfolios.  This includes appraised based and listed Australian property, global listed property, and global appraised based property. We are also one of the few independent consultants who advise potential investors and fund managers on direct property investment.

Atchison Consultants are the founders and organisers of the Annual Global Property Forum and authors of numerous property and infrastructure related publications.

We continually research and maintain regular contact with Australian and global property and infrastructure investment managers with proven capabilities.


Atchison Consultants can assist overseas investors in meeting the requirements of the Significant Investor Visa (SIV) program, as stipulated by the Australian Government’s Department of Immigration and Border Protection. We provide investment advice and other business support services and are registered with the Significant Investor Services Directory, a Victorian Government initiative.

The Australian Federal Government’s SIV program provides high net worth migrant investors with the ability to apply for Australian permanent residency. The SIV program requires the applicant to invest AUD 5 million in a complying investment for a minimum of four years.

Complying investments include:

  • Commonwealth, State or Territory government bonds
  • Australian Securities and Investment Commission (ASIC) regulated managed funds with a mandate for investing in Australia
  • Direct investment into Australian proprietary companies.

Applicants may hold each of the investment options listed above in any proportion they wish.

Please contact us if you wish to know more.