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Investing.

The investment space is forever changing, with a growing list of options to choose from, making it hard for new investors to know where to start. It is all too easy to set up an account with share trading platforms such as Kernel, Sharesies, Hatch, Stake etc and it is vitally important that before you begin choosing different investments that you have an understanding about what you are doing and have a plan behind you – to ensure you aren’t just throwing your hard-earned money into speculation.

People can struggle to act or get lost in all the options and fail to start but we want our clients to take action which is why we offer an investment package tailored to help start your investment journey. We set our clients up with strategy for their investments help then to gain an understanding of the space so they have the ability to make decisions for themselves moving forward.

Our Investing Blueprint

Before you get started on your investment journey it is important to have a solid understanding of the concepts and types of investments available to you. 

That’s why we offer a free resource to help you gain a basic understanding of investment fundamentals and strategies used across the world. By starting off on the right path, you can feel confident in making investment decisions that align with your goals. 

TRY OUR BLUEPRINT

Our Investing Package

Investing can be complex and it’s understandable that without professional advice people make mistakes. That’s why we offer our InvestRight session, where you work with a qualified investment advisor to ensure you get it right. 

Through this package we’ll take the time to understand your investment goals, preferences, and risk tolerance to create a tailored investment strategy that works for you. We work alongside you every step of the way, building your understanding of the different investment options, providing professional recommendations while also listening to your input to make any necessary changes. 

Our goal is to guide you towards a successful investment journey that aligns with your financial aspirations. Don’t let mistakes hold you back – let us help you to InvestRight.

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InvestRight Session

Have an adviser build a tailored investment plan to build your wealth over time. Includes an introductory session to gain a base level understanding of investing and to discuss different investments to suit your situation.
$ 495*
  • 60min Introductory Session
  • Formal Risk Profile
  • Personalised Advice
  • Competitive Pricing
  • Product Implementation
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*0.5% of investment amount - minimum upfront cost of $495. Other fees may apply dependent on the type of advice and investment product. Please enquire for more information.

Why Us?

There is an abundance of companies out there offering financial services – so you’re probably wondering why you should choose to come to us?

Looked After By The Best

Our team are experts. Combine that with top technology, and continuous training, and you have a winning combo.

We're Here For The Long Run

At The Money Men, we’re here for the long run. We give free advice and constantly educate our clients on how to be better with money.

We're Genuine

We’re not like your traditional finance firm. There’s no hidden agendas and we don’t hide any information. It is a transparent journey and you can trust us.