The Ignition Wealth model portfolios comprise Exchange Traded Funds (ETFs) from leading houses including Blackrock, Vanguard, Statestreet and Betashares. We selected these four houses based on a criteria of minimal volatility, their team and ETF liquidity.
The model portfolios range from Secure to High Growth, comprising a mixture of cash, global and Australian equities, property, fixed interest, market-specific and small companies funds. The portfolios are matched to an individual’s risk profile and monitored daily to ensure that the asset allocation remains in line with their targets. The investments are HIN-based ensuring that they are always in your clients’ names.
If your business has it’s own AFSL you may choose to offer digital financial advice under your own licence and set your own pricing. If you operate under the Ignition Wealth AFSL, we set the fees. A rebate from these fees may be payable to your business; your Business Development Manager will discuss this with you. We do not have a FUM fee, meaning that no matter how large your client’s investment, they always pay the same low fixed fee.
Ignition Wealth offers three main portfolio groups: Kickstarter, Horizon and SMSF. Horizon portfolios are only available to clients with over $25,000 to invest. The Kickstarter portfolios are offered to clients with between $5,000 and $25,000 to invest; they contain few ETFs to minimise the cost of brokerage when rebalancing. Ignition Wealth does not offer investment to clients with less than $5,000 to invest.
The Ignition Wealth portfolios are created by leading financial research house, Lonsec, overseen by our professional and veteran Investment Committee with assistance from cutting-edge research from UNSW