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.

 

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.

 

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.

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)