Are you Robo Ready?

New digital consultancy announced

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ADVICE FOR EVERY CLIENT

Digital Financial Advice Solutions

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THANK YOU FOR JOINING OUR FINANCIAL TECHNOLOGY INNOVATION BREAKFAST

Thank you for joining us today! What a beautiful morning at the Victoria Park Golf Complex.

We hope you enjoyed learning about digital financial advice with Richard Liverpool. Richard is a wealth of information about how ‘robo’ can grow your business.

Special thanks to Lonsec’s Chris Schroder for sharing the latest ETF news.

As Richard mentioned in his presentation, we always want to learn more about you! Complete our survey here for the chance to win a luxury stay in Bali’s Movenpick Resort and Spa Jimbaran.

Please feel free to download Richard’s presentation in full: Innovative Technology To Grow Your Business.

IGNITION WEALTH

Ignition Wealth is a digital financial advice solution provider with our own AFSL We provide white-label and co-branded digital advice solutions for advisers, accountants, their advisory practices and self managed super fund (SMSF) administrators.
The award winning, mobile-first service provides independent, unbiased model portfolios constructed by Lonsec Research. Our configurable HIN-based service gives SMSF trustees the diversification they need via exchange traded funds (ETFs) while meeting increasing compliance requirements.

READY TO ROBO

What is robo-advice?

Digital financial advice, also known as ‘robo-advice’, is termed by ASIC as ‘the provision of automated financial product advice using algorithms and technology and without the direct involvement of a human adviser.’.

Ignition Wealth sets the benchmark for digital financial advice in Australia, giving accountancy practices the ability to offer sub-economic clients compliant, personal financial advice.

Contact Ignition Wealth today for an obligation free consultation.

Why Us?

The Teams product is an off-the-shelf solution for professional financial businesses, including accountancy firms and advice practices. The Teams technology allows you to offer digital financial advice to your clients. The setup and installation process takes as little as 24 hours. Teams is also available as a fully configurable, white label automated advice technology stack that can be customised to your requirements and will integrate seamlessly with your existing CRM and advice software and execution platform.

10 REASONS TO POWER UP YOUR PRACTICE

  • LOW COST, LOW TOUCH

  • HIN Based System - you own the clients

  • Earn additional revenue

  • No counter party risk

  • Minimise compliance

  • Fintech with a wealth management license

  • Proven track record: six years and 750,000 advice transactions

  • Independent, unbiased, transparent

  • Nurture your client relationship

  • Join the fintech revolution

Notably, Exchange Traded Funds (ETFs) have become one of the fastest growing categories of investment products in recent years. ETFs trade on the Australian Stock Exchange (ASX) and offer a low-cost way to create diversified portfolio. ETFs were used by 20 percent of fund holders in 2015, with a further 10 percent stating they intend to incorporate them into their future SMSF strategy. Diversification and access to international markets are key reasons for this growth.

The Ignition Wealth diversified model portfolios are matched to the client’s individual risk profile and invested across Australian shares, global and emerging markets, bonds and companies listed on the Australian Securities Exchange (ASX).