Successful investing is about selecting a portfolio that is aligned with your goals and appropriate for your personal risk tolerance. Ongoing reviews and access to investment insights are required to ensure you remain on the right path. Traditionally, this is done with the help of a financial adviser but now the same tools and information are available directly to you.
2020 DIRECTINVEST is changing the way you access the required tools and information needed for investment success. We have partnered with industry leaders to provide you with access to tools, strategies and valuable ongoing insights (all in plain English) that will allow you to be more knowledgeable about managing your own money.
Introducing the 2020 DIY Portfolio Service
With the 2020 DIY Portfolio Service now you can:
- Understand your personal risk tolerance
- Construct a risk-appropriate portfolio
- Access sample portfolios professionally researched by Standard & Poor's
- Compare, contrast and monitor your investments on an ongoing basis
- Increase your investment knowledge and access timely information.
Increasing your investment skills and knowledge takes time and is a critical factor in making good investment decisions. The 2020 DIY Portfolio Service provides access to timely share market and investment insights that will allow you to develop your knowledge and confidence when it comes to managing your own money.
PERSONAL RISK TOLERANCE
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Understand your financial self better
The 2020 DIY Portfolio Service focuses on helping you develop an understanding of your personal risk tolerance. Understanding your personal risk tolerance is an important factor in making good financial decisions.This understanding is the starting point for constructing a risk appropriate portfolio. Find out more
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STRATEGIC ASSET ALLOCATION
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Tools to help you construct a risk-appropriate portfolio
Standard & Poor's has created seven portfolios using the asset allocations as suggested by each FinaMetrica Risk Group to assist you in constructing a risk appropriate portfolio. Ongoing research by S&P allow you to monitor and compare the performance of your own portfolio against one which has been put together by professionals and is subject to ongoing review. Find out more
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SHARE NEWS SERVICE
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Access to timely share information
Get access to a share market service that does not simply tell you the what, but also the why, the implications, and the consensus views of market experts. Find out more
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ONGOING INVESTMENT INSIGHTS
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Exclusive access to investment insights
Investment insights that will allow you to develop your knowledge and confidence when it comes to managing your own money. Find out more
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DIY investing just got easier
The 2020 DIY Portfolio Service provides investors with the ability to directly access tools and information traditionally used by financial advisers, usually at a cost of 1% pa, They are now available to 2020 customers by subscribing to the 2020 DIY Portfolio Service for $499 per annum.
Why the 2020 DIY Portfolio Service?
- Understand the why, not just what you're invested in
- Tax deductible subscription fee#
- Improve your knowledge and gain the confidence to make better investment decisions
- Access to information normally provided by advisers for a fraction of the price of a full financial plan.
- 30 Day Money Back Guarantee
#This is not tax advice. Please consult a tax adviser regarding the extent to which the DIY Portfolio Service is tax deductible for your personal circumstances.