Put yourself in the driver’s seat

Do you want to improve your financial know-how and learn valuable skills to manage your money through to
retirement?

Have you been putting off making that crucial step to putting in place a share investment plan that will help you with a deposit for your first home, establish an additional income stream, or carry you through to a comfortable retirement?

Perhaps in the back of your mind you want to be an active participant in your plans for retirement, but just don’t know where to start and maybe you’re concerned that you don’t have enough money. You might be quite surprised to learn that you actually don’t need large sums of money to get started – You just need to get started.

 

We can help you if you are a:

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Stay at home mum who is tired of receiving no interest on your or your child’s savings accounts, and/or just want a greater degree of control over you and your family’s future.

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A working women juggling life and work commitments, and just too busy to think about what you should be doing with your excess money each week. All the while knowing that you should be in the driver’s seat where your financial well being is concerned.

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Gen Y struggling to make the first investment and don’t know where to start or how much money you need?

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A baby boomer who still enjoys investing and wants to enjoy a comfortable retirement.

The team at iInvest are prominently women, and our female advisers at iInvest can help you get started.

We understand the need to care for your family, improve your life and find security, and opening a share account is not that different from opening a bank account. You can start with a minimal balance (some start with $1000), and just add to the bluechip shareholding in almost the same manner as you add to your bank account.

Our costs are competitive and you only get charged for what you buy or sell at iInvest Securities. We don’t charge the ongoing management fees that many other advisers do. Start investing in you – talk to us today about our program.

Register for one of our Wine + Learn events!

If you’re interested to learn more about any of our tailored programs, we’d like to invite you to join us for 1 – 1.5 hours, at one of our small wine and cheese evenings. Our female advisers will provide you with all the information relevant to your situation. We will answer your questions as well as take you through how easy it is to open an account and explain how you don’t need a lot of money to get started.

Let us help you get started on the road to financial prosperity.

Please register to one of our FREE upcoming Wine + Learn events. (Select the date which you would like to attend)

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Details
iInvest in ME| Wine + Learn

Date / Time
2nd Tuesday of the month, 5pm - 6.30pm

Location
iInvest Securities
11 West St, Burleigh Heads
QLD 4220

Seats are LIMITED, register you interest today!

Tell us about you..

New to investing

You’ve been working hard and adding to your savings account, but you now want your money to work harder for you..and so you should!

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Managing an existing portfolio

You’ve made some gains (and perhaps some losses) and want access to a team of advisors to ensure you’ve got the right advice to help maximise your yields.

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Retired or getting close!

Industry Super Fund or SMSF – what’s the best option for you? You want to know the facts and weigh up your options to ensure you’re getting the most from your investments.

If any of the above sounds like you – then you’re in the right place. To discuss your options and the investment vehicles available to you – get in touch, we’d love to hear from you!

How can we help you achieve better returns?

We specialise in a number of financial products and offerings, including:

Shares / Equities

Shares can be both a “growth” and “income” producing asset and may come with taxation benefits

Learn more | Contact us

Exchange traded options

Options can create leverage, they’re flexible, and with the right strategy you can control the risk

Learn more | Contact us

Managed funds

Managed funds can provide diversification, professional management and reasonable yields

Learn more | Contact us

Wealth management

Wealth creation, wealth management, and/or retirement planning – our team is here for you!

Learn more | Contact us

Margin lending

A margin loan can help you create leverage on your own capital to grow your investment portfolio

Learn more | Contact us

Cash / Fixed interest

Often referred to as ‘income-producing’ investments, these vehicles can also offer capital growth

Learn more | Contact us

IPOs / Capital Raisings

IPOs and capital raisings provide unique opportunities to add valuable investments to your portfolio

Learn more | Contact us

Superannuation

Superannuation can be a tax effective vehicle for saving, investing and planning for your retirement

Learn more | Contact us

Want to discuss your options?

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What our clients are saying

“I am admiring of the in-depth knowledge and professionalism displayed by key iInvest staff on a regular basis. It has been proven to me several times since becoming a client that I am in good hands there.”
Dr Gunnar Haid, July 2015

“The courteous and professional staff at iInvest have assisted me in building a balanced portfolio of shares to carry me through my retirement with helpful and decisive general advice as required and I have grown to rely on their input before committing to any transaction. Advisers are always on hand for assistance, quick decisions and help with online paperwork.”
Arthur, Mermaid Beach, July 2015

“I have been working and trading with the team from iInvest for the past couple of years.  The technical support, suggestions and team environment suits my trading style.  I did not understand the benefit behind using a “live broker” until I needed one. Thanks Guys.”
Peter Scott, July 2015

“Having traded for over 13 years and in that time using several broking firms, I have found my experience with iInvest Securities to be first class.  Haydn and his team’s execution of simple to multiple leg derivative trades is exceptional.  I have full confidence when placing a trade with them and would be happy to recommend their services.”
S Krause, July 2015

“I have been a client of Haydn and his team for many years, most recently at iInvest Securities.  They have been there for my journey from starting trading the markets as a hobby whilst I worked until now where I trade full time.  I wouldn’t trade with anyone else.”
Vicki Hood, July 2015

“I commend the team at iInvest Securities for technical/combination orders, where execution timing is critical; the orders that don’t easily fit in a computer program used by online order processing. Their professionalism and service I now see as an essential part of my broking relationship.”
Blake Wood, NSW, August 2013

“Our firm utilises iInvest Securities as it provides consistent and exemplary service. This includes just not execution of trades, it includes response time to queries, requests for information, general market comments, and timeliness for returning of calls. The complete package.”
Graham Chee, Managing Director, Global Mutual Funds, NSW, August 2013

“I have been a client for many years and have enjoyed service and support that I would imagine is only provided to large investors with other firms. I have also found friendly and efficient help from all staff members.”
G Downing, QLD, September 2013.

“Having traded options for the last 10 years, I cannot fault the knowledge and expertise of the staff of iInvest in dealing with timing and execution of orders.  You would have to go a long way to find a better team!”
James Longfield, July 2015.

“I’ve been trading with Haydn and his team at iInvest for over 10 years.  What I get is personalised and immediate execution of my trades.  When the pressure’s on – they deliver.  I’m a 67 year old retiree and rely on capital preservation and working with iInvest has achieved this goal with interest.”
Gil Richards, July 2015.

“I have been a client of iInvest Securities and its predecessor company Investorfirst for quite a number of years, and am very happy to confirm my satisfaction with all of their services. And I wish them well for the future.”
David O’Halloran, NSW, August 2013

“To Whom it may concern- I have been using Haydn, Georgia and team for more than ten years and of the approximately six other brokers I have used, have found them and now iInvest Securities Pty Ltd to be the most consistently superior. The trading execution is spot on and back up position and financial statements supplied has created an alliance which has assisted me in becoming a fully committed, experienced and very profitable investor day trader.”
Paul G, VIC, August 2013

“I have been a client of iInvest Securities Pty Ltd and its predecessors for 10 years and have found the service to be of topmost quality and efficiency.”
Chris Sharpley, QLD, September 2013.