Sydney | Australia
| Investor Type | Firm |
| Industries | IT (& TMT) • FinTech (& Financials services) |
| Investing | Australia |
| Investment Range | $2,810,000 - $2,810,000 |
About The Fund
Investsmart Group, known as Australasian Wealth Investments, is an investment firm that predominantly engages in the financial services sector. They offer a variety of investment opportunities, focusing on wealth management, insurance, real estate, and big data analysis industries. Investsmart Group caters to various investment goals such as saving to build wealth, planning for a happy retirement, setting aside funds for children's education, or saving for property acquisition. They provide a diverse range of Exchange Traded Fund (ETF) portfolios that cover conservative, balanced, growth, and high growth strategies, alongside ethical growth portfolios. In addition to single asset class ETFs that include cash securities, hybrid income, Australian equities, international equities, and property & infrastructure, Investsmart Group emphasizes low-cost investing with capped management fees. They offer a personalized approach towards investing, tailoring investment plans based on individual needs and goals. Investsmart Group operates with the understanding that diversification can mitigate risk while maximizing returns, spreading investments across different industries, countries, and asset classes. Their services also include financial planning for education, wealth protection, buying property, and retirement. Portfolio performance tracking and expert insights into asset allocation, rebalancing, and dividend reinvestment are part of their offering. They employ a digital platform that simplifies the investment process, including online goal tracking and a resource-rich insights section with ETF insights, podcasts, videos, and market updates. The investment firm claims to focus on achieving financial goals with a strategy that saves time and provides peace of mind through expert fund management, targeting both short-term and long-term investment horizons. Notably, their investment range has defined minimum and maximum investment caps of AUD 2,810,000, underscoring a specific investment scale.
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