View the entire Frequently Asked Questions (FAQs)

What are the documents you provide to me before my account is created?

Everyone can access the Financial Services Guide (FSG), Privacy Policy and Advice Disclaimer on our website.

As a part of your onboarding process, before we create your QuietGrowth account, we will provide you with a digital copy of the 'Statement of Advice and MDA Contract'.

The 'Statement of Advice and MDA Contract' includes:

  • Statement of Advice (SOA);
  • Investment Program;
  • Client Agreement;
  • Link to Product Disclosure Statement (PDS), if any, of each investment product, such as an ETF, that forms part of the client's QuietGrowth Model Portfolios;
  • Links to the Target Market Determination (TMD) of each QuietGrowth Model Portfolio advised to you or you wish to opt for; and
  • Managed Discretionary Account (MDA) Application.

Refer to our 'MDA Structure' page for more information.

Online financial advice for your long-term investing

Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.