INVEST IN SUCCESS

Areturned World War II serviceman inspired by the Anzac tradition of selflessness, Ray O’neill had a profound desire to help his fellow countrymen. He realised many Australians, such as newly arrived migrants, were unable to achieve the dream to own their own home. So, to help those under-served by mainstream banking institutions, Ray founded La Trobe Financial in 1952. Since then, La Trobe Financial has assisted 180,000 people to achieve financial independence with products including mortgage finance, investments and insurance. In particular, the multi-awardwinning La Trobe Australian Credit Fund generated over $211 million in distribution payments to 47,000 investors for the financial year 2020.

With close to 70 years’ experience, La Trobe Financial has built its investment offerings, producing consistent low-volatility returns for all investors. That’s why the La Trobe Australian Credit Fund may be ideal for the first-time investor. You can start investing with as little as $10, and there is no entry fee. Investors have the opportunity to invest in 5 different investment accounts with varying interest rates, which are reviewed and determined monthly.

From humble beginnings, La Trobe Financial has evolved into a financial powerhouse with close to 400 staff, and $11 billion in AUM, to become one of Australia’s most respected independent diversified wealth managers.

THE FOUNDATION

In 1978, as an integral part of championing positive change in the lives of others, the company established the La Trobe Financial Foundation. Since then, La Trobe Financial has donated over $15 million to community initiatives, including healthcare and education. Giving back is woven throughout the business, with all staff encouraged to work one day a year for a charity, such as Lifeline, Cancer Council, and The Salvation Army. And in this year of unprecedented challenges, La Trobe Financial made a $1 million donation to those affected by bushfires, and donated $1 million to help fight COVID-19.