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.
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 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.
Once you’ve chosen a portfolio, complete our short online application form to get started. It takes less than five minutes to Invest.
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.
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.
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 at www.medici.openwealth.net.au/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.
