At Medici Invest, we are committed to helping people grow their wealth and achieve their financial goals. Our mission is to guide the next generation of financially astute professionals and contribute to building a well-informed and financially successful society.
Medici Invest draws inspiration from the real-life Medici family, renowned for their innovations in banking and patronage of the arts during the Renaissance era.
Medici Invest is backed by Lanteri Partners Group, an experienced financial group with over 30 years’ experience providing tailored financial services.
Medici Invest offers expert, proactive portfolio management with sustainable and ethical investing options. Our portfolio options are easy to set up and offer access to exclusive insights for a strong financial future.
Feel free to reach out to us or explore our website to learn more about our investment philosophy, portfolios, process, and the legacy of the Medici family that inspired us.
Absolutely. Medici Invest was specifically designed to make investing easy and stress-free, catering to both experienced investors and those new to the world of investments.
To get started, simply choose an investment portfolio, complete the short application form, transfer funds through BPAY or direct bank transfer, and start monitoring your portfolio’s performance.
Yes, you can switch between investment portfolios based on your changing financial goals and risk tolerance. Our team will be happy to assist you with the process.
Yes, you will be able to access your investment portfolio via the Openwealth app. All you need to do is log in with your Medici Invest credentials.
Any generated income is automatically converted to cash within the portfolio and reinvested based on current weightings upon reaching the minimum investment threshold. However, during account setup, investors can opt for quarterly withdrawals, specifying the desired income percentage they would like withdrawn.
Medici Invest is distributed by Lanteri Partners Financial Management Pty Ltd (ACN 060 748 594, AFSL 239 127) and administered by OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available in the Medici Invest portal under Key Documents. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.
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