EXIT

YOUR DETAILS
INVESTMENT
FUND ACCOUNT
REVIEW

Choose your investment strategy

One of the great things about us is our wide range of investment strategies. To work out the right strategy for you, first decide if you want to leave it to the professionals with a ready-made option or tailor a portfolio yourself.

Select an option below to get started.

Note: If you're unsure, you can come back and change this later.

OR

Need a little extra help? Feel free to email us or call 13 13 36 between Mon-Fri, 8:30am to 6:00pm, Sydney time.
Ready – made strategy explanation

Ready-made

Want a convenient and simple way of diversifying your investment across multiple asset classes? Try a ready-made option. We offer a range of professionally constructed multi-sector options to suit different risk profiles. 

 For more information find out about our investment options.

Tailor your own explanation

Tailor your own

Want to build your own investment portfolio? Tailor your own is the do-it-yourself option for management. Here, you can filter through all our options, based on the investment category, asset class, risk rating and timeframe.  

For more information find out about our investment options.   

Leaving so soon?

We can't save your progress just yet.

Are you still there?

You only have 15 minutes left to complete your session. We limit sessions to 60 minutes to protect your data and privacy.

We had to end your session

Your data and privacy is important to us, so we need to do this whenever a session exceeds one hour.

Cash Option

The FirstRate Cash option generates steady and positive returns through investment in a Commonwealth Bank of Australia deposit.

Learn more about the FirstRate Cash option, click here.