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Our Backstory

Helping Australians be better off

Our competitors see you as a profit centre, not a customer. So imagine the difference if someone invested in you?

Over 12 years ago we set out to create the ultimate investing platform that would enable every Australian to be better off.

A platform that we built and owned rather than licensed, to save you money and have more control.

One that was built by brokers, not bankers. One that did all the hard work so you don’t have to.

One that made investing simpler, quicker and more intuitive.

Then we created the strongest portfolio of people in the market. No wankers. No wafflers. No cowboys. Just experts who are the best at what they do and help you make informed decisions.

Then we launched, and BANG! The GFC hit. But we not only survived, our clients thrived. It’s why we’ve had the highest client satisfaction for 7 years in a row.

And we continue to better look after your interests, so you can do a better job of looking after yours.

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Bell Potter

We are backed by Bell Potter
a leader in the Australian stockbroking
industry since 1970

Ranked No 1. for overall client satisfaction by our toughest critic. You.

Investment Trends investors surveys have ranked us No1 for Overall Client Satisfaction 2013, 2014, 2015, 2016, 2017, 2018, 2019.