How It Works

Most of our clients are busy, time-poor professionals. The rest? Well, they simply don’t want to waste their time on overly complicated application forms.

We get it. We believe that investing should be easy, so we created a simple process that would make investing as streamlined and stress-free as possible. Here’s how it works.

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Register to Access the Investor Portal

Here you can explore the range of portfolios, use our fee calculator to explore the pricing, read articles, see past performance and access the key documents like the Product Disclosure Statement.


Choose Your portfolio

Choose your portfolio depending on what kind of investment strategy you want to adopt. Select from our diverse range of 5 portfolios. Three are model portfolios, offering different risk profiles, while the Future Shapers & Green Horizons portfolios are tailored towards specific investment themes.


Open an Account

Once you’ve chosen a portfolio, complete our short online application form to get started. It takes less than five minutes to Invest.


Transfer Money

Once you’re set up with your account, you can transfer your funds directly through BPAY or via direct bank transfer. To get started with your investment portfolio at Medici Invest, you’ll need to deposit a recommended minimum of $10,000.


Monitor Investments

Once you have your account set up, you’ll be able to monitor the performance of your investment portfolio directly through the app or your online portal.

You can also read Insights and Portfolio Updates to stay informed as to the decisions we are making on portfolios.

Ready To Invest?
Get started with your brand-new investment portfolio.