Key features - investment service

Key features - investment service

A comprehensive range of investment choice



The Aspire investment service offers access to a carefully selected range of investment options including:

  • over 180 managed funds
  • all ASX listed securities
  • term deposits
  • cash.


Direct shares service



An online share trading facility is available for advisers on the Aspire platform. It offers real time trading and web-based corporate action management.

Advisers will be able to use this new service to place instructions to buy and sell shares directly in the market, take up any corporate actions that may affect their clients’ holdings, view clients’ share holdings and peruse live Australian Securities Exchange (ASX) data.

Advisers can place orders at any time the ASX is open and receive electronic confirmation of their transaction.


Dollar cost averaging



Aspire allows investors to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. The investment of a set amount of money is made on a regular basis, taking the guess work out of when to invest.


Automatic rebalancing



To ensure investments remain aligned with selected investment options, Aspire offers an automatic rebalancing facility. If selected, this facility ensures that investments are reviewed at established intervals and where assets in an investment option differ from the initial allocation selected for that particular option, the facility will:

  • sell investments that are over the selected allocation
  • buy investments that are under the selected allocation.


Investor online access



Upon joining Aspire, investors will be issued with an investor code and password to enable them to conveniently view their investment service account online. Investors will be able to securely access online web pages and reports, providing them with up-to-date information relating to their account balances and investment details.


Competitive pricing



Aspire investment service investors benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure and delivering high value at a minimum cost.


Our Client Services team



All investment service account enquiries can be directed to Aspire Client Services – a team of individuals who are dedicated to consistently delivering high quality service standards.

Tel: 1300 778 707
Fax: 02 4224 1901
Email: contactus@aspiremoney.com.au.