Our Investment Services
Why iInvest Securities?
Our primary service offerings include:
As leading financial advisers on the Gold Coast, we pride ourselves on our service and client satisfaction. Whether you’re a new-comer to the market, an individual requiring assistance on your investment portfolio or a sophisticated investor, we can help you.
iInvest Securities is a boutique financial Services firm offering services in wealth management. Our staff have a wealth of financial services experience, with collective experience totalling some 60 years. We have formed strategic alliances within the financial markets, bringing depth to the suite of services and products we offer. We vary the service level provided to each client, according to their own, unique requirements.
iInvest Securities utilises Morrison Securities Pty Ltd (AFS License No. 241737) for the execution of trades and related clearing and settlement services. Morrison Securities are a Trading Participant of one or more Australian Exchanges and also a Clearing Participant of ASX Clear Pty Ltd (a wholly owned subsidiary of ASX Limited).
Our wealth management services
We specialise in a number of financial products and offerings, including:
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What our clients are saying
“We have been clients of iInvest Securities for 10 years, and Georgia Harrison has been our account manager for the last 4 years. We have found her to be always available, attentive and prompt to all our requirements and enquires. When Georgia is absent we have found Haydn and other staff equally obliging. For us, their office is conveniently located on the central Gold Coast at Burleigh Heads.iInvest provides all the information we need in managing our SMSF share portfolio, from the daily traders edge report to online access to our portfolio through their web page. They provide written quarterly portfolio reports, and we find these most useful in planning our investment strategy. Comprehensive research reports are also available on request on ASX listed companies by return e-mail. The brokerage rates charged by iInvest are competitive.
We have no hesitation in recommending iInvest to Gold Coast portfolio managers seeking a quality service.”
David & Noela Irwin, July 2016
“This is to verify that we have used Invest Securities (Georgia and Haydn) since they acquired this business, i.e. we were satisfied existing clients. We are citizen investors (small but significant) rather than traders. However we receive all of the up to date information bulletins, six monthly reports as well as advice on trends and movements in the market. When we have traded it has been a precise and painless operation. Our investment has grown significantly in the last few years and our yearly returns have been very sound. Invest Securities have our full confidence.”
Bede & Suzanne, Varsity Lakes – June 2016
“My dealings with Georgia Harrison at iInvest are of the utmost professionalism. I have every confidence in them managing my share portfolio. Their friendliness and helpfulness is to be commended. Nothing is ever too much trouble, they are only a phone call away. I would recommend iInvest Securities to everyone”
Jennifer Williams – June 2016
“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.