What is real-time execution and why does it matter for your clients?

Mason Stevens Managed Portfolios


A solution across your entire client base.

Outsourced CIO


Investment services
tailored to meet your needs

Mason Stevens named as No.1 Platform for Best Adviser Support 

Source: Adviser Ratings 2022 Financial Advice Landscape Report

What Sets Us Apart

Technology Innovation

We are continuously creating ways in which to evolve and build on our superior investment administration and managed account solutions.

Portfolio Excellence

Client portfolio outcomes are the fore of how we look to innovate our products and services, and support financial advisers.

Our People

As pioneers & leaders in Managed
Accounts, we are committed to delivering on client needs & expectations.

We are Markets People

Latest Insights

About Mason Stevens

Founded in 2010

Locally established, globally networked

Over 80 staff nationally

Financial Wellness Hub

Resources to help you get the most out of your super.

Retirement Calculator

Figure out how much super you need to retire in comfort. 

Support Centre

Browse our Support Portal.


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