Investment Opportunities

We are specialists in building solutions for retirees and other low-tax investors seeking to generate higher levels of income. Our strategies encompass global and Australian equities.

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Plato Academy

The Plato Academy is where we share our insights on income investing, global and domestic share markets and the major events and announcements that impact our investors.

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Our Team

We are a team of highly experienced investment professionals, portfolio managers, and quantitative analysts. Our aim is to deliver attractive, tax-effective investment outcomes for clients.

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Retirement investing
and income specialists

Plato Investment Management is an Australian-owned boutique fund manager. Our investment strategies are tailored to maximise income for pension phase investors and SMSFs.

Think income. Think Plato.

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“A good decision is based on knowledge and not on numbers.”

Plato (427-347 BC)

“A good decision is based on knowledge and not on numbers.”

Plato (427-347 BC)