Are my deposited funds safe?

Despite any ASIC accreditation, we neither require nor accept (nor have any access to) client funds. Client funds are deposited directly to a partnering broker. Clients invested in a managed strategy portfolio would authorise us to connect (synchronise) their account to the master portfolio.

Our primary partners are first-tier Australian brokers only, and are the largest and most well-established of their kinds. Client funds are held in segregated client trust accounts, under maximum protection of ASIC client money laws. Funds held by partner brokers are with top-tier Australian banks, though the client is not required to directly establish any additional bank accounts

“You don’t wanna believe in luck – you wanna believe in odds.” – Charlie Munger
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