Innovative Investment Solutions

Global Stocks

Choose to access a portfolio of the largest stocks in the world.

Tailor your portfolio by adding or removing specific global stocks based on your preferences

Create custom ‘tilts’ to align your investments with your values and risk tolerance

Access low-cost trading, foreign exchange and fractional shares.

Australian Stocks

Invest in a portfolio of the largest companies listed on the ASX

Exclude sectors that conflict with your values, such as gambling or fossil fuel production

Add thematic investment overlays like extra quality or value stocks

Australia-specific screens allow investors who already have property to exclude ASX-listed property stocks, or those who already own banks to exclude Aussie banks

Government Bonds

Low-cost direct Australian Government bond holdings

A low-risk bond ladder with minimal trading

Directly access a government bond ladder to diversify your investments

Transform Your Investments Today

Start your journey towards a customized investment portfolio that aligns with your values and financial aspirations. Contact us now.

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