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Who we are
2020 DIRECTINVEST is an Australian owned and incorporated boutique financial services company that has been serving the needs of Australian investors since 1997.
We provide direct access to the same managed funds and superannuation funds offered by financial advisers - but with no entry fees, exit fees or adviser service fees. We believe that DIY investors should not be penalised for executing their own investment decisions, and are committed to providing tools and education so that investors are able to do their own research and invest cost-effectively in managed funds.
What we offer
- 100% entry fee rebate on managed funds, super and pension funds
- Up to 80% rebate on sales commissions
- Access to independent research from Morningstar and ratings from Standard & Poor’s
- Discounted margin lending interest rates
- Direct access to cost effective separately managed accounts and wrap accounts; and
- Discounts and rebates on a wide range of products and services.
The 2020 DIRECTINVEST Difference
Committed to first class service
In this age of overseas call centres we are proud to say our phones are answered by real people - not machines.
Latest opportunities
We strive to make available the latest investment opportunities from leading fund managers for our investors. If there is an investment offer you can’t find, call us and we’ll track it down.
Investor Education
We provide comprehensive investment research tools and educational resources that empower you to make and execute your own investments decisions cost effectively.
Independent Australian owned company
We are a boutique financial services company operating independently in an industry that is increasingly dominated by large banks.
Our alliances
2020 DIRECTINVEST is proud to provide premium investment services to members of our allied professional associations as well as our direct members (not a member? Join free now):
We aggregate the collective buying power of our customers in order to negotiate special deals that would not normally be available to individuals.
Our financial services licence
2020 DIRECTINVEST holds an Australian Financial Services Licence (AFSL) No 244249 which authorises us to deal in and provide general financial product advice on a wide range of financial products and services. For more information please refer to our Financial Services Guide. |
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| Managed Funds | Looking for managed funds? Compare over 1000 funds. Then invest with no entry fees. more info
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| Financial Advice | Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info
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