Investors Certificate

Investor Certificates
Becoming a active investor takes courage, sound financial advice and an investors certificate.  The process of obtaining an investors certificate is straight forward. You’ll need to reach out to us for specific details. Typically, you’ll require;$500,000 in Savings; and / or$2,500,000 in Net Assets ( Assets – Liabilities = Equity); orBe a professional investor, hold considerable experience as an accountant, financial adviser and/or currently hold an Australian Financial Services License.How much does it cost to obtain an investors certificate?The issue of an investors certificate is free.



Wholesale Investor Certificate

Ideally, you have $500,000 in savings, you have experience in investing. You may also have a fantastic track record managing your investments. You may be eligible for an investors Certificate.  If you are eager to get started on your journey to financial success please give my team a call and we are more than happy to explore your options.Give our team a call to find the best Investor Certificate for you.

Buy Now $1,100



Sophisticated Investor Certificate

Ideally, you have $2,500,000 in net assets, earned more than $250,000 in the past three years and you have experience in investing. You may also own your own business. You may be eligible for an investors Certificate. If you sound like you may be a sophisticated investor then this is for you.Give our team a call to find the best Investor Certificate for you.

Buy Now $900



Professional Investor Certificate

Ideally you manage your own business, provide financial advise and own assets above and beyond $500,000. Your income may also be above $250,000. Further, you may also hold an Australian Financial Services License or Australian Credit Licence and have significant work experience and qualifications.If this sounds like you and you feel as thought you may be eligible please give my team a call.

Buy Now $2,500