Invest With Us - FirstStep

Invest With Us

Invest in what you believe in, your mood, your world view, what you like and dislike, what’s important to you

Choose your core investment option

To help you get started, our experts have put together three core investment options - defensive, balanced and growth.

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Core investment options invest in three exchange traded products (Australian Shares Index, International Shares Index, Australian Fixed Income ) managed by Vanguard. Each option is different and each is explained in our PDS and Investment Options Booklet.

Remember, lower, medium and higher risk are relative. Not being too obvious about it, but (usually) higher is higher than medium. Lower is (usually) lower than medium. And medium, well (usually) that’s somewhere between them. And just because it’s higher risk doesn’t mean returns will necessarily be higher. And lower risk doesn’t mean returns are always lower. Read the Risks section of the Product Disclosure Statement for enlightenment on some of the mysteries of investing and the importance of patience.

Make your own with thematic investment options

Are you into Tech, or Tobacco free? Or trends like ageing population? Or regions like Asia? Invest in what you believe in, your mood, your world view, what you like and dislike, what’s important to you

Tech

Get exposure to many of the world’s most innovative companies that continue to revolutionise our everyday lives including Apple, Facebook, Amazon and Google. 

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Ethical

Get exposure to 100 large global stocks from developed market countries (excluding Australia) that are climate change leaders. Avoid exposure to fossil fuels, gambling, tobacco, armaments, human rights concerns and other activities deemed inconsistent with responsible investment best practice. Phew!

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Health

We are living in an ageing population. Get exposure to pharmaceutical, biotechnology, and medical device companies from around the world. 

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Asia

Get exposure to large, established Asian companies listed in China, Hong Kong, Macau, Singapore, South Korea and Taiwan. 

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Mix it up

You can change the core investment option and add as many thematic options as you want through the App. It’s up to you.

Smarter investing

As the asset values of different asset classes change over time, your portfolio may differ from your desired asset allocation. That is why we automatically rebalance your profile to the desired allocation of your core investment option. 

Investments in exchange traded products often earn dividend income on a regular basis. These dividends are reinvested in your portfolio to keep it working for you.

In short, we make your portfolio work harder for you.