Use our low cost automated investing service
Our fee for automated investing is one low fee of 0.30% p.a. or 0.0025% paid monthly from your investment.
READ OUR INVESTMENT STORYACTUAL MODEL PORTFOLIO PERFORMANCES OVER TIME
| PERFORMANCE CHART PERIOD ENDING 31 DECEMBER 2017 | ||||||
| Performance chart | Conservative Cautious | Balanced Optimistic | Growth Ambitious | |||
| Realised and unrealised gains/losses | 96,400.54 | 134,033.19 | 196,727.60 | |||
| Total income | 55,163.54 | 61,704.67 | 83,853.78 | |||
| Franking credits | 5,820.01 | 5,975.90 | 9,480.86 | |||
| Total Dollar Return | 130,589.41 | 179,544.79 | 265,865.08 | |||
| Portfolio return p.a. | 4.63% | 8.09% | 11.16% | |||
- $600,000
- $500,000
- $400,000
- $300,000
- $200,000
- $100,000
- $0
BASED ON A $300,000 INVESTMENT
Choose from one of our existing low cost investment portfolios
with a proven track record for your savings or super.
Conservative and Cautious
A "conservative and cautious" investor is new to investing and they only wants to dip their toe in the water to test the temperature.
They have been investing in bank term deposits and savings accounts in the past and have probably been paying off the home mortgage with any spare cash. They now realize that if they dont start to invest in some growth assets then they may be left behind.
The conservative and cautious investor is happy to invest part of their savings into shares and property but want to limit that to no more than 30% of their savings or super.
Balanced and Optimistic
A "Balanced and Optimistic" investor is keen to keep things under control and is very happy to stick to the speed limit. They dont want to speculate on the markets and generally dont check their investments regularly. The "Balanced and Optimistic" investor has a time horizon of 5 to 10 years before they need to cash in their chips!
The "Balanced and Optimistic" investor has some previous investing experience and understand how markets can rise and fall. This type of investor is patient and generally a good money manager. If this is you then this portfolio is perfect.
Growth and Ambitious
A "Growth and Ambitious" investor is happy leaving 85 per cent of their investments for the long term. They understand the principles of investing and have a great deal of experience. "Growth and Ambitious" investors have been successful in the past and are generally ahead of their peers when it comes to wealth accumulation. This type of investor works very well with a professional adviser and is self directed and has a time frame of 10 years or more before they have to liquidate their entire portfolio.
"Growth and Ambitious" investors understand that panic does not pay only time does. If this is you then this portfolio is perfect.
General advice notice
If you choose one of the above portfolios then you are doing so under the general advice rules. We will open an account for you and manage the asset allocation for you based on your chosen portfolio. This will apply to your superannuation account as well as your savings without providing personal advice" If you want to enlist the services of an adviser that is able to construct a full financial plan for you then please click on the better advice tab above.
Or choose personalised financial advice
Take on the Right level of Risk
We will match your time horizon with the most appropriate ETF's that suit your goals and objectives for your superannuation fund or your personal investment portfolio.
Know How Much to Invest
We will be able to tell you how much you can set aside to invest each month to achieve that 5 year plan or your longer term retirement. We can help you calculate what you will need at the end of the track.
See How Much You're Losing to Fees
We have a special calculator that shows all the fees of all the public offer super funds and how much they charge you over the time of your investment against what we would charge you with a personalised portfolio.
