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Strategic investing for charities and NFPs

Plan for tomorrow with our safe, proven investment strategies, tailored to the unique needs of charities and NFPs (not-for-profits) to help achieve their missions.

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Why charities and NFPs trust online investment advisors

Charities and NFPs use online investment advisors for their:

Consistent performance

Custom-built, diversified portfolios that have had consistently strong performance. Our evidence-based investment strategy avoids risky stock picking and market timing.

Low-cost, independent advice

Independence from recommended funds so you get unbiased investment advice. This removes conflicts of interest, ensures low fees, and improves returns.

Gold standard privacy and security

Our online platform enables you to securely monitor your investments 24/7. Our risk management frameworks are designed to meet the highest governance and compliance standards.

Using Stockspot as your investment partner means you’re planning for the future in a cost-effective, strategic way. Our experienced team will work with you to build a portfolio that aligns with the goals of your organisation.

You’ll have access to innovative cost-saving rebalancing technology, and our team of dedicated experts will always be on hand to assist with any questions.

Your portfolio is accessible 24/7, and we provide you with in-depth performance updates in line with your reporting requirements.

Schedule a call with us today and receive a free portfolio review or portfolio recommendation.

How NFPs and charities can stay ahead

Chris Brycki, Stockspot’s Founder & CEO highlights the common investment mistakes made by charities and NFPs.

Chris has been a member of the ASIC Digital Advisory Committee and sits on the Investment Committee for the NSW Cancer Council. In this video, he explains why charities and NFPs often underperform the market, and how your organisation can stay ahead.

Video length: 6 mins

The Stockspot difference

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Custom built investment strategy

Every organisation is different. We make sure your portfolio aligns with your mission, your cash flow objectives, and your investment policies.

Seven year track record of positive returns

Our portfolios have delivered far more consistent returns than only investing in Australian shares.

Independent, licensed Australian financial adviser

Unlike many asset consultants and stock brokers, we are completely independent from the financial products we recommend. No hidden payments, no biases.

Diversified asset allocation & smoother returns

Our globally diversified portfolio of the best low-cost index ETFs (including bonds, gold, and global shares) are structured to minimise risk. Sustainable options are also available, as well as various themes like U.S. shares and technology.

Expert guidance when you need it

Our investment advisers are on hand to assist you and your stakeholders with regular insights and detailed performance reporting.

How it works

1
Speak to a dedicated advisor
2
Discuss your investment goals
3
Create your portfolio
4
Start investing

Frequently asked questions

Will we receive distributions and franking credits?

Yes, you will receive distributions on a quarterly basis, with any franking credits passed onto you through these payments.

Which strategy will suit my organisation’s needs?

After our initial conversation with you, we’ll guide you through our online application process.

Once you’ve answered some key questions, you will be recommended a strategy based on your risk tolerance and your investment time frame.

Our dedicated advisors will ensure your recommended strategy is aligned with your organisation’s investment goals.

Which stakeholders have access to the portfolio?

We can give view-only access to the Stockspot dashboard to any nominated stakeholders such as board members and the investment committees.

This means they are unable to transact or change strategy but can view the performance and breakdown of the portfolio.

Are we locked in?

No. With a Stockspot account, you have total flexibility.

There are no lock in contracts and you can withdraw your funds whenever you wish. When you withdraw the funds are paid into your nominated bank account within five business days.

More reasons organisations choose Stockspot

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