We target individual investors — professionally-employed millennials, Gen X'ers, and now retired Boomers — categorised as the aspiring mass affluent, who value digital, seamless interactions and prefer managing their own investments using digital platforms.
These are otherwise known as ‘self-directed investors’. These clients are looking for a trustworthy, reliable, easy-to-use, and cost-effective investing platform. They're prepared to take calculated risks for the chance of achieving above-market returns and are motivated to achieve financial freedom and to retire comfortably. They value diversification, are eager to invest over the long-term for growth and are prepared to allocate between 1.00% - 10.00% of their portfolios to alternative investments.
They usually maintain savings with their banks, are likely to have a pension, have invested in stocks and possess a foundational understanding of finance, but are eager to expand their knowledge. They're well educated working professionals typically aged between 30 to 55 years, who identify as growth-focused investors. These individuals earn between $35K and $200K per year and have $1K - $1M of investable assets.
Our clients are predominantly male and often find themselves overlooked by traditional financial institutions because they have not amassed enough wealth to be considered by legacy wealth managers.
What our customers want?
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To live the life they dream of.
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How? ↓ ↑ Why?
Our role
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To help them build wealth.
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How? ↓ ↑ Why?