DIY Investment & Insurance Products
Do-It-Yourself and manage the process on your own while maintaining access to a dedicated Financial Adviser.
DIY Investment Products
POEMS Accounts:
for trading and investing in Stock, ETF, Bond, Unit Trust, CFD, CFD-DMA, FX/Bullion, Futures
Advisory/Wrap Accounts:
for investing in Unit Trust & Managed accounts
Non-Advisory Accounts:
for trading and investing in Stock, ETF, Bond, Unit Trust, CFD, CFD-DMA, FX/Bullion, Futures
Phillip SMART Park:
An Excess Fund Management Facility that invests and manages your Idle Cash automatically, at discretion.
Make your money work HARDER and SMARTER.
Phillip SMART Portfolio:
Expert-built portfolios strategically designed to minimize risk through diversification and are optimized for long-term wealth, all included in one low management fee starting from 0.5% p.a.
DIY Insurance Products with Instant Quote
DIY Financial Health Assessment Tool
This page Is published for general information only and does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.
The information contained in this webpage, including any data, projections and underlying assumptions are based upon certain assumptions, and analysis of information available as at the date of the webpage.
Please refer to Important Info / disclaimer here.
Date: 05th Oct 2022