La Trobe Financial

Come behind the scenes of @La Trobe Financial as CEO @Chris Andrews shares our values, our vision, and our commitment to helping Australians live a dignified retirement. In this first episode of the CEO Series, Chris explores what matters most when choosing an investment manager: trust, transparency, and long-term performance, especially for those approaching retirement. To discover more, watch the full CEO Series https://lnkd.in/g_ntM6_G #LaTrobeFinancial #LookingOutForYou #Retirement #RetirementIncome #Investment #FIRE

Our CEO, Chris Andrews, recently sat down with Stewart Hawkins from Forbes Australia for a wide-ranging conversation on the evolution of investment markets, the rise of private credit, and the enduring value of simplicity and transparency. From the strength of Australia’s real estate private credit market to the untapped potential of middle America’s corporate sector, Chris shares why alternative assets are becoming a cornerstone for long-term investors. Read the full article: https://lnkd.in/gQPWjRvH #LaTrobeFinancial #LookingOutForYou #ChrisAndrews #Forbes #PrivateCredit #AlternativeInvestments

“What we want to know is that every investor coming into our business deeply understands what they are investing in… when ASIC is talking about transparency, we want to embrace that and amplify that across the entire asset management industry and across all asset classes.” Our CEO, Chris Andrews, joined Edward Boyd from Sky News Australia on the Business Now segment to discuss La Trobe Financial’s commitment to investor confidence, transparency, and regulatory integrity. In the interview, Chris explores: - Why La Trobe Financial welcomes ASIC’s increased scrutiny and sees it as a win for investors - How transparency builds trust and ensures investors know exactly where their money is going - An insight into Australia’s economic outlook. Sluggish GDP growth, but promising momentum around tax reform, productivity, and AI adoption - A call to the government to improve community services and grow the economic pie for future generations #LaTrobeFinancial #LookingOutForYou #ChrisAndrews #Transparency #AustralianEconomy #SkyNews #AI #Productivity #AssetManagement #Finance

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How do you tell a well-prepared private credit manager from the rest? On ausbiz last week, our CEO Chris Andrews set out four things investors should look for: • Quality of assets: Senior, first mortgage security. • Diversification: Broad portfolios, not a handful of large loans. • Liquidity: Frameworks built well before they are needed. • Transparency: Clear, detailed reporting you can check yourself. Transparency is the one that holds everything together. La Trobe Financial portfolio reporting is updated monthly and available on our website here: https://lnkd.in/dZNFJ45f for anyone to read. #LaTrobeFinancial #LookingOutForYou #Transparency #PrivateCredit #Ausbiz #ChrisAndrews

Approaching retirement, a couple with strong equity in the family home wish to downsize while investing in their future with the flexibility constructing a duplex would bring. A duplex strategy may offer more than construction flexibility — it can also give suitable clients a pathway to retain an investment exposure and explore potential negative gearing benefits, subject to their individual circumstances and tax advice. Learn more about the various tailored loan options available using the La Trobe Financial Bridging-Construction loan. Terms, conditions, fees, charges and La Trobe Financial lending criteria apply. Visit our website to view our TMDs.