We believe that we have a value proposition that will financially benefit
you and those charities/organisations that you support.
You can use investcharitywise to purchase managed funds and
investment products for your investment and superannuation portfolios. You
purchase the prospectus and application form for a set fee and you can
invest any amount into the managed product and not pay any ongoing adviser
fees or commission based fees.
We will not receive any up front or volume bonus commissions from any
fund manager or investment provider.
If you are a personal or superannuation investor, a SMSF Trustee, an
orphaned investor or a group employer,
investcharitywise could be your answer to
reducing ongoing fees.
You can manage your own investment, superannuation, life insurance needs by
utilising our transaction only service. We will charge you a transaction
fee for your buy/sell instructions if you need an adviser to act on your
behalf with a product provider.
If you have existing investments/superannuation, you can appoint
investcharitywise as your transaction only adviser and begin to
BECOME A MEMBER TODAY AND STOP PAYING ONGOING ADVISER FEES
$100 of your membership fee paid to investcharitywise will be
donated to your nominated charity/organisation. You will receive
notification from us that the amount has been donated.
Group Employers are invited to use investcharitywise for their
employees' superannuation portfolios. You will be saving ongoing adviser
fees and putting more money back into your employees' superannuation. You
will also be supporting your nominated charity/organisation on an annual
We invite you to view our website and if you find that
investcharitywise suits your investment needs, you can be assured
that your decision to support your charity/organisation will be ........