We offer online what a high-quality wealth manager offers for long-term investing. Moreover, our service is available to those who do not have access to a high-quality wealth manager due to insufficient investible money. And we do it for a low QuietGrowth fee.
QuietGrowth solves your need for a high-quality and trustful investment adviser and investment manager. We are a financial advisor, and our service is referred to as robo advice or digital advice. The securities are held under the client's own individual Holder Identification Number (HIN). We support individual, joint, SMSF, trust, and company account types.
We offer customised and diversified portfolios to the client. After knowing the risk profile of the client by asking a few questions, we suggest and facilitate investing in a global portfolio of ETFs. We create a Managed Discretionary Account (MDA) for the client.
Read our investment methodology for more information.
Salient features of our personalised wealth management service are...
- Goal-based investing for multiple investment goals of the client.
- We do not receive conflicted remuneration while investing on client’s behalf.
- No hidden charges. Stress on transparency.
- Every client account is a Managed Discretionary Account (MDA)
- Individual HIN structure for the securities. Client enjoys the legal and beneficial ownership of the securities.
- Reissue of Statement of Advice (SOA) as your personal circumstances change
- Access to our financial tools: Retirement Planner and Net Worth Calculator.
Need for robo advice
Clients using typical financial advice or investment management service incur high fees. Even if a client has access to a high-quality wealth management service, the probability of higher risk-adjusted returns over the long term compared to a basket of broad market indices, net-of-fees, is low.
The alternative is do-it-yourself investing. However, DIY investing is time-consuming because of the need to conduct extensive research and is difficult because one requires high cognitive skills. Hence, DIY investing often results in sub-optimal risk-adjusted portfolio returns, leading to lower wealth accumulation over the long term.
To address this problem, our highly-skilled investment and engineering teams have built the robo advice solution that uses algorithms and interactive interfaces. This enables us to provide high-quality automated discretionary investment management for a low QuietGrowth fee.
Top robo advice solution in Australia
We started as a firm in 2014, and having been managing the investments of our clients since October 2015. We are the most advanced robo advice solution in Australia. We have been striving to serve your needs better through our algorithm-driven investment service.