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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
  • Multiple risk portfolios towards goals-based investing
  • Managed Discretionary Account (MDA) service
  • Individual HIN structure for the securities

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