Spartan Asset Management Secures NCCP License, Expands Nationally with New Fixed Income Products

Yahoo

19-05-2025

SYDNEY, AU / / May 19, 2025 / Spartan Asset Management Pty Ltd (AFS License Number 230540, ABN 22082828493), a leading independent investment firm specialising in fixed income and income-generating solutions, is proud to announce the acquisition of a National Consumer Credit Protection (NCCP) License - marking a transformative step in the firm's mission to deliver comprehensive, regulated financial solutions tailored to pension funds, SMSFs, retirees, and income-conscious investors across Australia.
Headquartered at 100 Barangaroo Avenue, Barangaroo, Sydney, Spartan has built a robust and growing reputation in the financial services sector for its disciplined focus on bonds, credit instruments, and retirement income strategies. With a firm commitment to capital preservation and yield optimisation, Spartan is now poised to significantly expand its national footprint, develop new fixed income products targeting 4-6% p.a., and deepen its support for long-term investors seeking stability in a volatile macroeconomic environment.
A Major Milestone: NCCP License Unlocks Broader Financial Capabilities
With the newly acquired NCCP License, Spartan can now offer a wider array of credit-linked financial advice and services, including income-drawdown optimization, reverse mortgage consultation, retirement credit structuring, and custom annuity planning.
"The NCCP License marks a new chapter for Spartan," said Oliver Taylor, Head of Global Investment Strategies. "We're not just investment managers - we're becoming full-spectrum income strategists. Our ability to offer regulated credit advice means we can provide solutions that go beyond investments - solutions that touch on every aspect of financial well-being in retirement."
The license also enables Spartan to provide advice on regulated credit products, including home equity access, income smoothing, and credit-funded investment structures, creating new pathways for clients to access capital in retirement without compromising their lifestyle or legacy.
New Products Launched with Yields Ranging from 4-6% p.a.
To meet the growing demand for yield in a low-interest-rate environment, Spartan has launched a new suite of fixed income investment products offering returns of 4% to 6% per annum, structured for monthly or quarterly income distribution.
These offerings include:
Investment-grade corporate bonds (domestic and offshore)
Credit-linked notes with capital protection mechanisms
Floating-rate securities tied to benchmark rates (ideal for inflationary environments)
Hybrid income products combining bonds with defensive equities
Customised income portfolios for SMSFs and pension schemes
"We've carefully designed these products to balance security and income," said Alexander Harris, Head of Investment Analytics. "Each portfolio is constructed using advanced credit screening models, market risk simulations, and real-world liquidity considerations. The result is dependable income without overexposure to risk."
All new offerings are available to qualified wholesale and retail clients, and are supported by Spartan's in-house advisory teams and partner networks across Australia.
Expanding Nationally: Spartan to Establish Offices in Key Australian States
In response to increasing demand from clients and financial advisers outside New South Wales, Spartan Asset Management will begin rolling out new offices across Victoria, Queensland, and Western Australia in 2025-2026, with additional regional satellite offices to follow.
Jacob Williams, Head of Australian Equities, commented: "We've been inundated with inquiries from Melbourne, Brisbane, and Perth-based investors looking for stable yield products. Expanding physically into these markets allows us to provide localised support, in-person advice, and a stronger client experience."
This geographic expansion will also support Spartan's partnerships with:
Independent financial advisers (IFAs)
Superannuation funds and trustees
Accounting and legal firms serving retirees
Private wealth offices and family advisers
In addition to new offices, Spartan plans to introduce virtual advisory platforms, allowing clients in rural and remote areas to access services via video consultations, digital tools, and secure client portals.
A Holistic Approach to Wealth Preservation
Spartan's strategic approach to financial planning for retirees is focused on four pillars: Income, Capital Security, Credit Access, and Legacy Planning. With its NCCP and AFS licenses, the firm is uniquely positioned to deliver integrated solutions across these dimensions.
"Most financial firms focus on growth. We focus on income," said Ethan Brown, Head of Wealth Management. "We take a long-term view - helping Australians live comfortably through retirement while protecting their nest egg. That means managing credit responsibly, structuring investments intelligently, and ensuring consistent income delivery."
Spartan's wealth management division now offers:
Fixed income portfolio construction
Retirement credit advice
Estate and wealth transfer planning
Longevity risk mitigation
Cash flow mapping and tax-efficient drawdowns
Commitment to Research, Transparency, and Responsible Investing
Spartan's leadership has consistently prioritised transparency, data integrity, and ethical investing practices. The firm is expanding its ESG (Environmental, Social, Governance) framework to screen for sustainability in both corporate bond issuers and equity holdings. A new Responsible Income Fund is under development and expected to launch in Q4 2025.
"As fiduciaries, we have a responsibility to ensure every dollar our clients invest is doing good and delivering results," said Alexander Harris. "That's why ESG analysis is no longer optional - it's essential."
The firm is also investing in client education, launching a new Spartan Insights online portal offering:
Weekly market commentary
Retirement strategy guides
Product performance reports
Interactive bond yield calculators
Live webinars with the investment team
Looking Ahead: Building a National Income Platform for Australia. Over the next 24 months, Spartan will be focused on the following initiatives:
Launching a nationwide adviser education program on income strategies
Introducing model portfolios with risk ratings tailored to retirees
Rolling out a "Spartan Secure Income Account" for simplified investment onboarding
Partnering with community groups and associations to promote financial literacy
Exploring APRA-regulated fund licensing for institutional growth
"Our ambition is to become Australia's most trusted income investment brand," said Oliver Taylor. "With the NCCP license, our product innovation, and a national advisory network underway, we are well on the path to achieving that vision."
About Spartan Asset Management Pty Ltd
Spartan Asset Management Pty Ltd is a specialist investment firm based in Sydney, Australia, holding AFS License Number 230540 and NCCP accreditation. The company focuses on delivering secure, transparent, and income-focused investment solutions through bonds, credit-linked products, and hybrid portfolios. With a client base that includes retirees, SMSFs, pension trustees, and financial professionals, Spartan combines disciplined research, rigorous analytics, and regulatory compliance to deliver high-quality financial outcomes.
Founded with the belief that income is the foundation of financial dignity, Spartan operates with a single-minded focus on helping clients live well in retirement-without taking unnecessary risks.
Media Contact
Contact person: Julie Brooks (Press Director)
Company name: Spartan Asset Management Pty Ltd
Location: 100 Barangaroo Ave, Barangaroo, Sydney, NSW 2000, Australia
Email: [e-mail]
Website link: www.spartanassetmanagement.com
SOURCE: Spartan Asset Management Pty Ltd
View the original press release on ACCESS Newswire