Performance . Safety . Consistency

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what is investor unity?

IU is an Australian-licensed & regulated, specialist firm. our core business is fully
managed accounts - for those who are looking for a tailorable & reliable hands-off investment

for those who wish to take a hands-on approach, we provide quality-focussed
analysis, coaching & education

which type of client are you?

I'm looking to get hands-on

I just want solid returns

DIY

DO IT YOURSELF

Self-paced, structured education for those looking to go it on their own, at some point

Based upon the principles employed for our managed clients, for local & Major Global Markets - Beginners to seasoned investors/traders

DSY

DO SOME YOURSELF

Quality-Focussed, Empowering Insights - direct from IU's Managed Services desk, Members receive quality-focussed, no-nonsense insights only

Dynamic performance & Risk management - Local & Major Global Markets - Beginners to seasoned investors/traders

DFY

DONE FOR YOU

Fully streamlined hands-off approach, with unbeatable transparency - Fully secured, separate account structure, with funds withdrawable only by the client

Significant industry out-performance - Safety & defensiveness focussed - Tailorable risk

unsure of the best fit for you?

start with some complimentary education first:

our clients' priorities are our principles

RELIABILITY

From account structures & partnering brokers – to macro & micro market risk management – protection against large losses is first and foremost at all times

Funds remain in your account, not ours, in a top-tier Australian/global bank

Itself holding all necessary ASIC regulations, Investor Unity partners with the very largest, most well-established and reputable Australian/global brokerage firms

The world’s largest and most liquid markets are focussed upon, ensuring the highest possible level of risk-management-precision through liquidity and gapping risk mitigation

Typical/standard risk per market position is just ~1% of total account balance Market-risk-percentage levels can be tailored and adjusted, for clients who are more conservative (or aggressive)

TRANSPARENCY

Due to the fully separate account structure, Investor Unity clients at all times have:

Unrestricted online access to account funds Online transfers to nominated cash accounts are typically processed within 24 hours

Unbeatable levels of transparency, with: 24/7 live/real-time/instant viewing of all current and historical market positions - via desktop/PC and mobile/tablet platforms; including live-market charts and data (at no charge)

Daily activity statements emailed; with custom, detailed statement reports available online

Direct phone/email communication with the Investor Unity trading desk and strategy manager

FLEXIBILITY

TAILORED PERFORMANCE

Beyond pure returns, Investor Unity clients seek maximum consistency & longevity through careful aversion of all unnecessary risk.

High-risk periods events are simply avoided, and standard settings see just ~1% account-risk allocation, per market position

Services offer the unique benefit of adjustable risk settings; clients can tailor their risk-preferences at any stage, according to their conservateveness or assertiveness now and in the future
“It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”
- George Soros
“You’re looking for three things, generally, in a person… Intelligence, energy, and integrity…

And if they don’t have the last one, don’t even bother with the first two.”
- Warren Buffett
“Don’t think about what the market’s going to do; you have absolutely no control over that.

Think about what you’re going to do if it gets there."
- William Eckhardt
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
- Charlie Munger
"If you're missing an edge, there is no reason to play."
- Blair Hull
“Wide diversification is only required when investors do not understand what they are doing.”
- Warren Buffett
“The underlying principles of sound investment should not alter from decade to decade, but the application of these principles must be adapted to significant changes in the financial mechanisms and climate.”
- Benjamin Graham
“Generally, the greater the stigma or revulsion, the better the bargain.”
- Seth Klarman
“A good solution applied with vigour, now, is better than a perfect solution applied ten minutes later.”
-General George S. Patton

free guest memberships available to learn more

Next live event starting in:

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Each Monday and Friday - with intra-week updates - we run our Market Focus sessions. Intended for managed and self-directed clients alike, they aim to highlight current market developments and opportunities on our radar.
Some topics are best as standalone, and may or may not completely fit into a broader category. Here you'll find those, out-of-the-box sessions, special events and more.
For the absolute square one, beginners of beginners, this series aims so simplify essential trading & investment concepts, and get the newbies off on the right foot from the start.
With so many self-proclaimed gurus on today's scene, this series aims to explore time-tested, battle-tested principles learned from the true Hall-Of-Famers.
Market success is about so much more than predicting the future... Here we explore ways to enhance returns, mitigate risks, & more by focussing upon what you can control & predict; effective use of capital.
Success in Financial Markets is all about partnerships, yet so many key concepts remain misunderstood or downright mysterious to most. Here we aim to find the best, tackle some myths, and shine a light across the industry.  

This website is owned and operated by Investor Unity Pty Ltd (ABN: 90 160 624 331). Any advice included in this website or correspondence is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. In addition to its internal services, Investor Unity is compensated by brokers and other third parties by way of referral/affiliate and/or general partnership arrangements, via its websites and other communications.

Investor Unity is genuinely interested in your long-term trading & investment success. We advise you to take all necessary steps to ensure you have a good understanding of the products & services you’re considering investing in – particularly if they involve leverage. While Investor Unity takes every care to ensure that we only deal with the highest quality services, from throughout the industry, past performance is not a guarantee of future performance. Other risks are also invloved, some of which are listed at www.iu.com.au/risk, which should be read. Before making an investment or trading decision based on the general advice, the recipient should carefully consider the appropriateness of the advice in light their financial circumstances and should carefully review the PDS of the relevant financial product as provided by your investment broker. Past results are not a guarantee of future performance. Please contact us, to discuss any questions or concerns you may have- we are here to help.

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