Have you ever wondered how sophisticated investment portfolios are created? At Medici Invest, we’re passionate about helping Australians to grow and manage their wealth through investing.
Not everyone has the time, knowledge, or skills to be able to invest and manage their money on a long-term basis. Investing really is a full-time job and requires continual learning and knowledge to succeed. It’s not just picking a few stocks and watching the numbers, right? With precision timing, we execute investment decisions, each move akin to a high-stakes chess match, considering timing, risk and reward.
Creating an investment portfolio is one of the ways that investors all over Australia can invest their money and grow their wealth – while minimising their risks, of course.
Ready to dive into the world of investing? Here’s how it works.
Medici Invest was created by the investment team wihtin Lanteri Partners Group, a successful Australian Wealth Manager that specialises in providing tailored financial services. Our dedicated Funds Management team is highly knowledgeable and understands the complexities of the ever-evolving micro and macroeconomic trends that shape our world.
Our Investment Committee Team conducts in-depth research on an ongoing basis. We dig deep into the pool of investments, honing in on the ideal investment to add into our arsenal. They constantly assess the market to identify the best possible opportunities. We also continually tweak our investment strategies based on changes in the market, to ensure that we mitigate any risks on the horizon.
Over time, our teams have developed strong relationships with industry professionals. We utilise our relationships to gain access to the latest insights and industry news, giving us a competitive advantage when it comes to maintaining the performance of our portfolios. We take the time to review and analyse all the latest financial reports, meet with industry leaders, and leverage our network to gain insights and inform our strategy.
When it comes to investing, we all have different goals in mind. Each of our investors has a unique approach according to their own circumstances and financial goals. From more aggressive growth-oriented tactics to a more relaxed and conservative long-term approach, there are various ways to approach investing depending on your appetite for risk. We have developed three distinct managed Investment Portfolios to suit our different investors.
The Green Horizons portoflio distinguishes itself by targeting industries and projects at the forefront of the global shift towards renewable energy. This portfolio is strategically designed to leverage the energy transition, advocating for and investing in the acceleration of clean, renewable energy sources worldwide. It represents a harmonious blend of financial acumen and a commitment to fostering a sustainable future.
Introducing Future Shapers—an investment avenue tailored to embrace forward-thinking enterprises that hold the key to shaping tomorrow’s landscape. This is a dynamic investment path designed to prepare for tomorrow’s successes today. Seize growth, nurture global views, chart a prosperous path. This portfolio isn’t just an investment; it’s an active participation in shaping the future.
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 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.
