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Automated investment management

What we do

  • Goal-based investing to achieve multiple investment goals
  • Reissue of Statement of Advice as your personal circumstances change

Most advanced 'online investment adviser' in Australia

  • World class investment experts
  • Client-focused, with no conflict-of-interest
  • Transparent pricing and low fees
  • Multiple risk portfolios towards goals-based investing

What we invest in

AUSTRALIAN
SHARES

DIVIDEND
SHARES

DEVELOPED
MARKETS

EMERGING
MARKETS

BONDS

NATURAL
RESOURCES

Our investment methodology

Built on Nobel Prizes in financial economics.

2013: Eugene Fama – Father of modern finance

  • "Stock price movements are impossible to predict in the short-term"
  • "New information affects prices almost immediately, which means that the market is efficient" – efficient markets hypothesis
  • Influenced the development of index funds

1990: Harry Markowitz and William Sharpe

  • Maximised the expected return of a portfolio for a given amount of portfolio risk – Modern Portfolio Theory

Save Your Time

To do what you love to do.

To do more of what you can do better.

CAREER

FAMILY

FRIENDS

HOBBIES