what is investor unity?

IU is an Australian-licensed & regulated, specialist firm. managed accounts
ARE OUR CORE SERVICE – for those who are looking for a tailorable & reliable hands-off investment

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

which type of client are you?

benefits available to clients

Risk covered for initial phase

IU's Capital-Shield offer allows clients to experience the Managed Service, but with: a reduced initial investment - and any & all net loss rebatable, for the duration of the Capital-Shield period

Benefit from changing market climateS

Dynamic Strategies
Markets are a reflection of changing global conditions. As such, an inability to adapt leads to increased risk & missed opportunities. Defend & extend your gains

Tailored safety + growth

managed services
IU Managed Services are not your typical managed funds. Fully tailorable risk, in-built loss protection, secured deposits & industry outperformance are just some of the benefits provided

Analysis & recommendations

targeted insights
For those looking to take a hands-on approach to the markets & their portfolios, IU's analysis & recommendations cut through the noise & clutter, to capture clear market opportunities

Notional funding

retain control
Typically reserved for the big players, IU brings notional funding to all - at no additional cost. Keep most of your funds in your own bank account, while getting the full investment you desire

Commission-free trading

buy & sell for free
Gone are the days of expensive brokerage eating into your returns. With full guidance before & during, IU can get you buying & selling with full confidence, and zero brokerage

Focussed diversification

As Buffett says "Diversification (for the sake of it) is protection against ignorance." Diversify to adapt & enhance your portfolio in truly effective ways, rather than simply diluting capital

Low-risk, high dividend-yields

enhanced growth
For those looking to generate income from dividend-yield plays, this advanced strategy can both significantly increase yield, while mitigating capital-exposure risk

Government-insured deposits

Breaking from the herd does not immediately equate to increased risk - and is so often the precise opposite. Deposit protection to $500,000 is provided by default on certain account types; large & small

Portfolio protection strategies

For those concerned about equity market downturns, yet do not wish to liquidate their shares/stocks, IU can offer hedging services with full guidance and maximum flexibility

Unbeatable transparency

Beyond performance & security, ongoing peace-of-mind is essential. See activity on your account live & in real-time, view live-market update sessions & always have direct communciation

Ongoing guidance & structured education

For those wishing to become self-sufficient investors/traders, or wish to gain greater understanding of our methodologies, the IU Academy provides a clear & structured learning environment

unsure of the best fit for you?

start with some complimentary education first:

our clients' priorities are our principles


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)


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
“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
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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, 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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