How we do it
1. Proprietary questionnaire
We ask. You answer. With a few minutes of insight into your investment goals, risk appetite, and financial history we build a plan that’s right for you.
2. Clear strategy
Data-driven with a human touch. We combine the best of smart technology, investment expertise, and hands-on customer support to deliver you streamlined, transparent and cost-effective financial products and services.
3. Diversified portfolios
A mix of asset classes. A range of geographical areas and currencies. We invest your money in low-cost, liquid, exchange-traded funds (ETFs), building you a portfolio that will maximise your returns over time.
4. Expert guidance
Skilled rebalancing and monitoring. No trading fees. Our seasoned investment team watches the markets 24/7 so you don’t have to, rebalancing your portfolio as necessary to optimise returns and manage risk.
A simpler way
to grow your wealth
See exactly what you’re invested in and how you’re performing— any time of day, via website or app.
No subscription fees. No trading fees. No exit fees. Just a single, simple management fee.
Our experienced investment professionals monitor and rebalance your portfolio (so you don’t have to).