IU was officially formed in Sydney in 2012, by Adam La Vars, following a financial markets career originally beginning in 2001. Under ASIC we are licensed to provide services ranging from General Financial Advice to Equities and Derivatives.
More about licensing, contact details are here.
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, alerts, education & consultancy.
A large portion are retirees or those in preparation for. The majority of our clients seek a reliable, hands-off investment, with a focus upon long-term survivability and defensiveness. These clients prioritise risk-management, security of funds, transparency and access to cash.
A smaller portion of our clients are more risk-assertive. For them we offer the same robust approach, but with higher risk multiples applied for greater growth potential.
All clients benefit from quality-focussed education and updates, at least for the sake of transparency. Guest members have ongoing access to such, at no cost nor obligation.
For clients looking for enhanced guidance, analysis and education – we offer a VIP service providing this and more.
Despite our ASIC licensing, we do not directly accept (nor have any access to) client funds. Client funds are deposited directly to a partnering broker. Clients using a managed account service would authorise us to place orders on their account only.
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. NAB is typically used by our partner brokers, though the client is not required to directly establish an account with NAB.
In almost all cases, the broker application process is 100% digital, and takes 10-15 minutes to complete.
Once established, the client submits a short additional form, authorising us to connect their account. From this point, the client account receives orders along with the rest of the clients, according to the strategy.
For managed accounts, there are no establishment, management, performance, subscription, data or software fees. Managed accounts pay for their trades only. Rates can vary, depending upon the broker and amount deposited. Rates typically are less than 1.5x the broker’s standard rates.
For clients who wish to handle their own accounts, there are no markups on the standard costs charged by partnering brokers.
For our VIP service – which is primarily for those who wish to handle their own accounts – we charge a monthly/annual subscription; although this can potentially be waived if the client chooses to use a partnering broker to place trades.
For the sake of maximum risk-mitigation, the world’s largest and most liquid markets are favoured. This includes US equities, global equity indices, and a large focus upon major global currency markets; varying according to service type.
The suggested minimum for the managed-account service is $10,000 (AUD/equivalent). Clients with a higher risk tolerance may start with less.
Those looking to handle their own accounts, naturally, may start with any amount they like, according to minimums set by brokers, which can range from $500 – $10,000, depending on the broker and account-type.
Since its inception, IU has a always had a strong belief in communicating ideas through education. By making full use of today’s technology, our commitment to the utmost possible transparency, and ongoing client-relationship development, can be maximised.
Guest Membership access is complimentary, 100% free of:
C) Any kind of SPAM or typical guru nonsense — guaranteed
To learn more about specifics relating to the market, approach, performance concepts, risk management and more:
1) Contact us here – or message us in the lower-right corner
2) Book a time to talk in detail – message in the lower-right corner
3) Join as a Guest Member and/or for the IU Academy (free – here)
4) Connect with us for ongoing updates – here via Facebook Messenger
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.