amethyst
CONSERVATIVE
A custom-made portfolio: an investment portfolio created specifically for you consisting of low-cost share, bond, and gold ETFs.
Optimised with algorithms: smart algorithms optimise your investing through automatic rebalancing so you don't need to worry about buying and selling your investments.
Performance focused: minimise risk and maximise target returns for your chosen investment strategy using Modern Portfolio Theory (a Nobel prize-winning strategy).
Access your portfolio anywhere, anytime: an online dashboard and app that lets you manage and oversee your investments.
Suits all types of investors: ability to personalise your investments as your portfolio grows.
Our investment team is constantly researching the ETF universe to determine the best low-cost ETFs available.
No hidden fees. Just one all-inclusive monthly cost.
In just minutes, our technology matches you with the right portfolio for your circumstances, and keeps it aligned with your long-term strategy.
The right advice can increase performance by around 3% per year. This extra return comes from:
Experienced experts: we use technology to make investing efficient, but our team of experts are always available to guide you through your wealth journey, whether you're a beginner or a seasoned investor.
Always accessible: our advisors are based in Sydney, Australia, and are available via live chat, phone and email.
Get startedStockspot | DIY investing | Traditional advisors | Direct investing with ETF provider | |
---|---|---|---|---|
Assets | ||||
Complete transparency around what you own | Yes | Yes | Sometimes | Yes |
Services | ||||
24/7 mobile app | Yes | Yes | No | Sometimes |
Access to expert financial advisors | Yes | No | Yes | No |
Automatic rebalancing | Yes | No | Sometimes | Sometimes |
Customisation (rebalancing and portfolio themes) | Yes | Yes | Sometimes | No |
Fees | ||||
Zero brokerage, withdrawal fees, or transaction fees | Yes | Sometimes | No | Sometimes |
Low fees | Yes | Yes | No | Yes |
No fees for kids* | Yes | No | No | No |
*for investments up to $10,000 or until they turn 18
Compare our annual fees to the cost of a typical advised managed fund – 4% per year.
The strategies below provide different mixes of growth and defensive assets, depending on your financial goals and risk appetite. We also offer the same strategies within our Sustainable Portfolios which focus on ethical investments.
We're trusted by thousands of clients to manage hundreds of millions of dollars. That's because we always act in our clients' best interests.
Winner, Best FinTech Wealth Management Platform, 2020
Winner, Excellence in Wealth Management, 2021
Finalist, Best Investment Innovation, 2020