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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 save immediately.

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 basis.

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 ........

Your Choice ... their future

 
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