• WHO WE ARE

    THE INVESTOR UNITY DIFFERENCE

    Investor Unity Pty Ltd was officially launched in 2012, following on from my career with some of the world’s largest derivatives firms of their kind.

    IU’s original role was to act as an intermediary between the investment and trading community, including its own clients, and the industry itself; a self-appointed industry watchdog and reviewer, of sorts.

    Having spent the first two years working with external investment managers and analysts, the decision was made to begin directly servicing clients, wherever possible – but particularly in the areas of managed trading services; complemented and enhanced by market analysis and education.

    IU’s main trading/investment strategy was derived from a long-time-successful personal approach to the markets. Strengthened through industry-insider experience, and with refined risk and money management principles, it was first made available to select clients in late 2015.

    ‘Crossroads,’ as the strategy came to be known, with its core principles in tact, has since evolved to cover major global and local markets, in the form of fully and semi-managed services and automated trading – along with recommendations/alerts, analysis and education.

    MORE

    THE INVESTOR UNITY DIFFERENCE

    Investor Unity Pty Ltd was officially launched in 2012, following on from my career with some of the world’s largest derivatives firms of their kind.

    IU’s original role was to act as an intermediary between the investment and trading community, including its own clients, and the industry itself; a self-appointed industry watchdog and reviewer, of sorts.

    Having spent the first two years working with external investment managers and analysts, the decision was made to begin directly servicing clients, wherever possible – but particularly in the areas of managed trading services; complemented and enhanced by market analysis and education.

    IU’s main trading/investment strategy was derived from a long-time-successful personal approach to the markets. Strengthened through industry-insider experience, and with refined risk and money management principles, it was first made available to select clients in late 2015.

    ‘Crossroads,’ as the strategy came to be known, with its core principles in tact, has since evolved to cover major global and local markets, in the form of fully and semi-managed services and automated trading – along with recommendations/alerts, analysis and education.

    MORE
  • WHAT WE DO

    Managed SERVICES

    Managed accounts are our core business - for those looking for a tailorable & reliable hands-off investment.

    ●   Streamlined account structure

    ●   Unbeatable transparency

    ●   Fully secured, separate account structure, with funds
    withdrawable only by the client

    ●   Significant industry out-performance

    ●   Safety & defensiveness focussed

    ● Tailorable risk

    MORE

    Self-Directed

    to those wishING to take a hands-on approach, we provide quality-focussed analysis, coaching & education.

    ●   Based on principles employed for our managed clients, for local & Major Global Markets

    ●   Quality-focussed, empowering insights only

    ●   Structured education for those looking to go it on their own

    ●   Local & Major Global Markets

    ●   For beginners to seasoned investors/traders

    ●   FREE and VIP Memberships available

    MORE
  • HOW TO LEARN MORE

    GET IN TOUCH

    From the absolute basics to the complex, we’re here to help you make the right decision for yourself.
    Reach out for a friendly, no-nonsense initial discussion:

    LET'S TALK

    IU Connect

    Stay up-to-date with important messages/emails for markets, events & general education + converse directly with support

    MORE INFO

    GUEST MEMBERSHIP

    Take a few seconds to join as FREE a guest member, for access to live + recorded market updates, education & more:

    GUEST MEMBERSHIP

    NEW: IU ACADEMY HAS LAUNCHED
    Learn in a properly sequenced and structured online-university environment — ENTIRELY FREE COURSES AVAILABLE

  • LIVE EVENTS

    LIVE SESSIONS

    MARKETS | TIPS | GENERAL

    Our regular Market Focus sessions are intended for managed and self-directed
    clients alike. They aim to highlight current market developments, opportunities and risk-events on our radar.

    ENTER HERE

    LIVE VIP

    SESSIONS

    For those who want more from their time, focus and capital.

    Pre-Launch VIP Members now being accepted with significant discounts and additional benefits.

    ENTER HERE
  • KEY LINKS
    IU Connect
    Performance
    FAQs
    Members Home
    IU VIP
    About + Contacts

    IU Connect

    Stay updated: important messages/emails for markets, events & general education + converse directly with support

    Members Home

    Your one Members' Home-page for all Members education, updates and other content - worth saving as a bookmark

    Performance

    Investor Unity performance overview - tailorable according to client risk & capital-allocation preference

    VIP

    For those who want more from their time & capital. Pre-Launch Members now accepted with significant discounts & benefits

    FAQs

    The general and need-to-knows on market approach, account-setup, security of funds, risk concerns and more

    About + Contacts

    About Investor Unity Pty Ltd as a firm, getting in touch, licensing and accreditations, partnerships and more

Small2
  • WHO WE ARE

    THE INVESTOR UNITY DIFFERENCE

    Investor Unity Pty Ltd was officially launched in 2012, following on from my career with some of the world’s largest derivatives firms of their kind.

    IU’s original role was to act as an intermediary between the investment and trading community, including its own clients, and the industry itself; a self-appointed industry watchdog and reviewer, of sorts.

    Having spent the first two years working with external investment managers and analysts, the decision was made to begin directly servicing clients, wherever possible – but particularly in the areas of managed trading services; complemented and enhanced by market analysis and education.

    IU’s main trading/investment strategy was derived from a long-time-successful personal approach to the markets. Strengthened through industry-insider experience, and with refined risk and money management principles, it was first made available to select clients in late 2015.

    ‘Crossroads,’ as the strategy came to be known, with its core principles in tact, has since evolved to cover major global and local markets, in the form of fully and semi-managed services and automated trading – along with recommendations/alerts, analysis and education.

    MORE

    THE INVESTOR UNITY DIFFERENCE

    Investor Unity Pty Ltd was officially launched in 2012, following on from my career with some of the world’s largest derivatives firms of their kind.

    IU’s original role was to act as an intermediary between the investment and trading community, including its own clients, and the industry itself; a self-appointed industry watchdog and reviewer, of sorts.

    Having spent the first two years working with external investment managers and analysts, the decision was made to begin directly servicing clients, wherever possible – but particularly in the areas of managed trading services; complemented and enhanced by market analysis and education.

    IU’s main trading/investment strategy was derived from a long-time-successful personal approach to the markets. Strengthened through industry-insider experience, and with refined risk and money management principles, it was first made available to select clients in late 2015.

    ‘Crossroads,’ as the strategy came to be known, with its core principles in tact, has since evolved to cover major global and local markets, in the form of fully and semi-managed services and automated trading – along with recommendations/alerts, analysis and education.

    MORE
  • WHAT WE DO

    Managed SERVICES

    Managed accounts are our core business - for those looking for a tailorable & reliable hands-off investment.

    ●   Streamlined account structure

    ●   Unbeatable transparency

    ●   Fully secured, separate account structure, with funds
    withdrawable only by the client

    ●   Significant industry out-performance

    ●   Safety & defensiveness focussed

    ● Tailorable risk

    MORE

    Self-Directed

    to those wishING to take a hands-on approach, we provide quality-focussed analysis, coaching & education.

    ●   Based on principles employed for our managed clients, for local & Major Global Markets

    ●   Quality-focussed, empowering insights only

    ●   Structured education for those looking to go it on their own

    ●   Local & Major Global Markets

    ●   For beginners to seasoned investors/traders

    ●   FREE and VIP Memberships available

    MORE
  • HOW TO LEARN MORE

    GET IN TOUCH

    From the absolute basics to the complex, we’re here to help you make the right decision for yourself.
    Reach out for a friendly, no-nonsense initial discussion:

    LET'S TALK

    IU Connect

    Stay up-to-date with important messages/emails for markets, events & general education + converse directly with support

    MORE INFO

    GUEST MEMBERSHIP

    Take a few seconds to join as FREE a guest member, for access to live + recorded market updates, education & more:

    GUEST MEMBERSHIP

    NEW: IU ACADEMY HAS LAUNCHED
    Learn in a properly sequenced and structured online-university environment — ENTIRELY FREE COURSES AVAILABLE

  • LIVE EVENTS

    LIVE SESSIONS

    MARKETS | TIPS | GENERAL

    Our regular Market Focus sessions are intended for managed and self-directed
    clients alike. They aim to highlight current market developments, opportunities and risk-events on our radar.

    ENTER HERE

    LIVE VIP

    SESSIONS

    For those who want more from their time, focus and capital.

    Pre-Launch VIP Members now being accepted with significant discounts and additional benefits.

    ENTER HERE
  • KEY LINKS
    IU Connect
    Performance
    FAQs
    Members Home
    IU VIP
    About + Contacts

    IU Connect

    Stay updated: important messages/emails for markets, events & general education + converse directly with support

    Members Home

    Your one Members' Home-page for all Members education, updates and other content - worth saving as a bookmark

    Performance

    Investor Unity performance overview - tailorable according to client risk & capital-allocation preference

    VIP

    For those who want more from their time & capital. Pre-Launch Members now accepted with significant discounts & benefits

    FAQs

    The general and need-to-knows on market approach, account-setup, security of funds, risk concerns and more

    About + Contacts

    About Investor Unity Pty Ltd as a firm, getting in touch, licensing and accreditations, partnerships and more

Performance . Safety . Consistency

Next Live Online Event

Days
Hours
Minutes

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, education & Consultancy

which type of client are you?

I'm just looking for Solid and reliable returns

Managed & Auto


Fully streamlined hands-off approach, with unbeatable transparency

Top-tier, ASIC-regulated broker relationships

Fully secured account structure, with funds withdrawable only by the client

Significant industry out-performance

Safety & defensiveness focussed, with tailorable risk

I WANT TO LEARN AND GET INVOLVED IN THE MARKETS

ANALYSIS, SIGNALS & EDUCATION


No-nonsense analysis & alerts from the IU trading desk

Full-featured online academy

Live & recorded series

Coaching and bespoke consultancy

Guest and VIP Memberships available

benefits available to clients

Risk covered for initial phase

100% PROTECTION
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
DISCOVER HOW

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
DISCOVER HOW

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
DISCOVER HOW

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
DISCOVER HOW

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
DISCOVER HOW

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
DISCOVER HOW

Focussed diversification

DYNAMIC ALLOCATION
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
DISCOVER HOW

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
DISCOVER HOW

Government-insured deposits

PROTECTED FUNDS
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
DISCOVER HOW

Portfolio protection strategies

TAILORED TO SUIT
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
DISCOVER HOW

Unbeatable transparency

LIVE MONITORING
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
DISCOVER HOW

Ongoing guidance & structured education

ENHANCE YOUR MARKET IQ
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
DISCOVER HOW

unsure of the best fit for you?

start with some complimentary education first:

RECEIVE EDUCATION & MARKET UPDATES

OR

 

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
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insights & benefits. Zero cost/obligation, and 
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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 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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