Giving your kids the best financial start in life!
It’s all about building the right foundations and teaching kids healthy financial habits so they have more financial options in the future.
We want so much for our kids and grand kids; lets give them a kick start in life to provide a real financial difference.
Little investments today can have a significant financial impact in their life. The chance to help your kids provide a deposit for their first home, fund their education, buy their first car, pay for a wedding or even experience travelling the world.
All it takes is investing as little as $3.50 a day, that’s less than your cup of coffee. The hardest part is making the decision to start! We’ll take care of the rest.
Set up an Account
We set up an investment account. It’s a simple process and we are here to help you complete the account form.
Link Bank Account
Link your bank account to the new investment account and start depositing a regular cash transfer from as little as $3.50 per day ($25 per week) or start by investing a lump sum (it’s your choice). Your money will start earning interest income, and once this balance reaches $1,000 we’ll invest it into the investments that you choose (don’t worry we’ll help you).
Choose your Investments
We work with you, to decide which investments you would like. Have the freedom to choose from a range of investment options including Cash, Term Deposits, Managed Funds and/or direct share investments.
Your own Financial Planner
You’ll have a dedicated Financial Planner to help you set up your investment account. We are also here to help you, and to make the entire investing process easy for you.
So what does it cost?
Invest as little as $25 per week ($3.50 a day) and it will cost you:
NIL application fees.
For account balances under $1,000: NIL fees apply;
For account balances over $1,000:
Have more money to invest?
That’s great, starting with a larger lump sum and making higher regular investment contributions will help accelerate the wealth building process for your children. We can offer a large range of investment options and strategies that can be matched to your needs. Contact us to tailor an investment portfolio for your family.
Contact us to register your interest in
and we’ll get you started.
If your school, preschool, or day care would like to participate in our Invest for KIDS program, please contact us to find out more.
^ Flat fee for account balances up to $5,000. Please contact us for account balances over $5,000 as different fees apply. * Managed Funds: Fund Managers charge fees internally (MER) for their managed funds. Shares: Brokerage applies for trading direct shares. The level of brokerage and MER fees will depend on the investments chosen.Contact us today