This article was sponsored and written by Syfe.
For new investors, knowing where to begin their money journey is half the battle.
According to Syfe Australia’s General Manager, Tim Wallace: “For many would-be investors, the prospect of constructing a portfolio from scratch can be daunting and time-consuming.”
“The nuances of market research and asset allocation can keep individuals from even starting their investment journey, which will have real long term impact on their future wealth prospects.”
From understanding the basics of investing, to finding something you actually want to invest in and that is aligned with your goals, getting started investing can be overwhelming.
This is exactly why we launched Smart Baskets on the Syfe platform.
You can now get a wealth professional in your corner.
In a nutshell, Smart Baskets are ready made, professionally curated collections of stocks and ETFs that can help investors achieve their financial goals, without needing to spend enormous amounts of time researching the markets or paying for expensive investment advice.
By Wealth Builders, for Wealth Builders.
Syfe Australia’s General Manager Tim Wallace, Syfe’s Head of Advisory & Investments Ritesh Ganeriwal, as well as a team of financial quants spent over 1,000 hours researching and developing the Smart Basket product, so Australian investors didn’t have to.
An ex-investment banker himself, Ritesh Ganeriwal has spent his career helping high net worth individuals employ big-time investment strategies to grow their wealth.
Smart Baskets brings that experience to everyday Australians, giving them cost-effective access to the kind of strategies and expertise that have helped build many fortunes over the long term.
Because of this, Smart Baskets represent one of the best ways for new investors to start building a portfolio of stocks and ETFs that are aligned with their financial ambitions and preferences.
This is made effortless through our Smart Basket optional filters, which let you play around with factors like time horizon, risk, and investing style.
Once you’ve selected your preferred optional filters, you’ll be able to discover a diverse range of Smart Baskets covering everything from high dividends to hyper growth.
If you’re a new investor who’s looking to generate passive income over the long term, the optional filters you might want to choose include a longer term timeframe and an investing style of dividends. Choosing such filters would result in you being shown Smart Basket options that match your criteria, including Syfe’s Balanced Dividend Basket US or Syfe’s High Dividend Basket AU.
Yet discovering new and exciting ways to invest is only one of the benefits of Smart Basket investing.
Power and choice to investors
In recent years we’ve loved seeing products like exchange traded funds (ETFs) rise in popularity and stock investing emerge in the mainstream.
Both methods open up new ways for investors to get involved in the markets and grow their wealth over the long term.
But with the current cost of financial advice prohibitive for many Australians, we see Smart Baskets as the next big evolution for Australian investors looking to take control of their financial future and accelerate their wealth creation.
Our Baskets have been built to serve the needs of different investors. For example, those with a long term horizon and a tolerance for higher risk might be interested in seeking out a consistent stream of passive income. Our High Dividend AU Smart Basket is constructed to help you build wealth, while you sleep.
Investors with a long term horizon who can handle elevated levels of volatility might want to invest in growth assets to generate more handsome and long term returns. Our High Growth AU basket could be suitable for these investors.
Benefits of Smart Basket Investing
If stocks or ETFs by themselves have one issue, it’s that it’s quite difficult and extremely time consuming for new investors to get an objective understanding of how these products fit into big picture factors.
“By reducing the need for extensive research and analysis, Syfe’s Smart Baskets present an attractive option for those seeking a simplified yet effective investment strategy,” said General Manager Tim Wallace.
Smart Baskets not only reduce the need for extensive research, but they also:
- Allow investors to optimise their portfolio around key factors like risk, time horizon, and investment preference (dividends or growth)
- Give investors the ability to easily diversify their assets, across top global markets like the US market and the local Aussie market
- Help investors get access to professionally constructed investments, without the professional price tag
- Enable optimised asset allocation across ETFs and stocks in one buy
Those 4 factors combined make Smart Baskets an ideal stepping stone for a new investor looking to kick off their wealth building journey, or a more experienced investor looking to take their wealth to the next level.
For a limited time only, we’re also currently giving investors 50% off the total brokerage of any Smart Basket order placed in the Syfe app.
For example, lets take one of our most popular baskets – the High Growth Basket US. Instead of paying brokerage of US$5.96 (standard US brokerage on the 4 underlying ETFs in this Basket), you’d pay just US$2.98. That deal applies on any trade value. At the top end, those savings can really add up!
How to Start Investing Smarter Today
To help investors get started on their money journey, we’re also running a promotion to give new investors a A$50 cash credit to invest with Syfe. To get started all you have to do is:
- Download the app and create a Syfe account
- Enter the code SYFE50 on signup
- Fund your Syfe account with a minimum of A$1,000
After that, we’ll airdrop a A$50 cash credit into your account for you to invest how you please.
Smart Baskets are pre-packaged orders formulated according to investment attributes of the underlying securities/ETFs (such as geographic and industry exposure, historical dividend yield, and historical capital appreciation), and do not take into account your personal circumstances, risk appetite, and goals. The information provided does not suggest or imply and should not be construed as any guarantee of future performance, or as investment advice or strategy. Each Smart Order comprises several separate orders for ease of execution only, and should not be construed in any manner as a managed discretionary account or a managed investment scheme. Investing involves risk, including the risk of losing your invested amount. Any information that may be in this communication is general in nature only and is current at the time of writing. Syfe does not make recommendations of any kind or provide personal advice that take into account your objectives, financial situations, or needs. You should therefore consider the appropriateness of the information in light of your own objectives, financial situation, or needs before acting on such information, and/or speak to your financial or tax adviser for personal advice. Past performance figures are based on information provided by third parties and may not be accurate. Any references to past performance and future indications are not, and should not be taken as, a reliable indicator of future results. Syfe does not intend for any statement made here to relate to the acquisition or disposal of any shares in the companies or other financial products named here. Syfe makes no representation and assumes no liability as to the accuracy or completeness of the content of this communication.