Investment Guidance

We provide tailored investment advice based on your goals and risk tolerance, helping you make more informed decisions.

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What you will get

With Investment Guidance, you receive personalised insights, risk-aligned recommendations, and the confidence to make informed financial decisions.

Access

Invest up to the legal limit without paying tax on interest, dividends, or capital gains.

Clarity

Place trades directly into the market without broker intervention, giving you greater control and faster execution.

Confidence

Make smarter decisions aligned with your goals.

How you would like to manage your account

Whether you’re new to investing or an experienced trader, we have options for you.

Self - Managed Account

For experienced individuals who want to manage their own portfolio

  • You make all final decisions.
  • Great for investors who want input.
  • For confident, semi-independent investors.
  • You manage risk and timing.
  • Best for those seeking occasional advice.
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Managed Account

For Investors seeking expert guidance

  • Your portfolio is built and adjusted by experts.
  • Guidance is integrated into every decision.
  • For those who want ongoing professional input.
  • Low effort, high confidence.
  • Best for goal-focused, hands-off investors.
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Documents you need

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Start your Journey

Start your journey with us today and get the best in service across industry.

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Document Upload

Upload your required documents securely and quickly. Accepted formats: PDF, JPG.

  • Identification
  • Residential Address
  • Bank Statement
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Open Account

Once verified, your account will be ready. Log in, explore, and start building your portfolio.

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How would you like to open your account