Intergenerational Wealth Competitors

InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life. Whether you’re saving for a home deposit or building wealth for a comfy retirement, InvestSMART does the hard work for you. We offer 10 low-cost, readymade investment portfolios featuring a blended mix of ETFs selected by our investment experts, for you to choose from. They offer you a hassle-free path to diversification. Most of our portfolios are celebrating their 10-year anniversary this year and we are pleased to say that they have consistently outperformed the majority of our peers (and there are hundreds of them) by 1% to 2% over that period. While we are proud of our achievements, we understand the importance of looking ahead with caution – after all, past performance doesn’t guarantee future results.

Wealth is an ideal that many people aspire to. However the experience is not so much growing wealth or financial independence but more what it can buy. For most of us it is the lifestyle we choose and the financial freedom to make decisions that will benefit the way we want to live our desired lifestyle. Since 1986 we have been helping clients achieve their desired lifestyle. The experience and knowledge we have gained over that time allows our clients to trust our ability to help them successfully achieve their financial and lifestyle objectives.

We believe we are one of the ‘new breed’ of financial services businesses. We have a strong lifestyle focus, value confidentiality, openness, honesty and integrity as well as providing exceptional customer service with a can do approach to any opportunity. Having a good grip on your lifestyle and financial strategies needn’t be difficult. We differentiate ourselves via developing simple solutions to complex problems and therefore assisting our clients to make great financial decisions. With over 16 years experience, we specialise in providing holistic advice to business owners, professionals, and rural clients on a fee for service basis. Our services include business estate planning, personal insurance, retirement planning, succession planning, wealth creation and advice on Self Managed Superannuation Funds (SMSFs). Being a referral built business, having happy clients generates referrals. Therefore as it should be, our clients do well, we do well.