Surprisingly simple investing starts here
Investing for everyone
Being smart with your money is not just for the wealthy. We believe everyone should have a simple, accessible and affordable way to invest money and that everyone should be able to take sensible and positive action today.
We believe in the importance of advice, the benefit of knowing you are on the right path and the security of knowing there is someone to assist you. At certain points in your life that may mean seeing and paying for a Financial Adviser.
However, for simpler investment needs you can simply go online and we will create a balanced portfolio that is right for you.
Pay for what you need
We don't believe you should pay for what you don't need. If it's straightforward then take the simple solution to saving and investing.
There's been too much confusion for too long about where you should be investing. Building a balanced portfolio of investments isn't rocket science – we believe investing should be as simple and easy to do as, well – going online.
Take Action Today
When it comes to investing, there's too much talk about tomorrow. We believe it's about being sensible with your money NOW. It's never too late to start but you need to take action today.
The Feel Good Factor
Sorting your finances should make you feel good – investing is a buzz somewhere on the continuum between 'that was easier than I thought' and 'thank goodness that's done'.