investment management

At Human Financial, we invest with the end in mind: helping people to make the most of their lives.

To achieve this, we’re redefining active investment management, bringing institutional strategies to the retail market. We drive core investments and technology ourselves, removing layers of unwanted complexity and cost. And it means when you speak to us you’re speaking to the doers.

In an over-complicated wealth industry, the Human Financial investment platform offers a new way for advisers and their clients: rational, efficient and responsive.


About Human Financial

Human Financial is an investment manager and technology innovator, focused on delivering investment and service solutions for the advised retail market.

With $1.8bn in assets under management, Human Financial integrates core investment and technology functions in-house, enabling optimal investment outcomes and swift delivery of product innovation.


A rational investment philosophy

At Human Financial our view is that while active management remains important, it must be redefined: for most efficient markets, a rational active management approach is less about stock selection and more about active asset allocation tilts, longer-term risk premia and risk management overlays.


Our technology

Human Financial’s investment platform is underpinned by powerful proprietary technology,
including our investment management systems, and the intuitive online portals for wealth advisers and customers.


Rational decision-making is founded on thorough analysis. At Human Financial we share our investment insights with advisers and customers, through webinars, regular articles and market updates.


This website is prepared by Human Financial Pty Limited (ABN 14 615 610 305) and its subsidiary CFML (ABN 99 067 544 549) (together, Human Financial). CFML holds an Australian financial services licence (AFSL 227677) as the responsible entity of managed investment schemes and the operator of an investor directed portfolio service. Human Financial recently completed the acquisition of ClearView’s investment management business, ClearView Financial Management Limited (CFML).

This website contains general information only and has been prepared without taking account of your objectives, financial situation or needs. You should obtain licensed financial advice tailored to you, and consider the relevant product disclosure statement (PDS), before making a decision. The target market for each product is described in the relevant target market determination (TMD).

All investment products have an element of risk. Please consider the risks involved before making an investment decision.

Past performance information is not a reliable indicator of future performance.

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