CONNECT ANZA2 - CONNECT by Crossbridge

Investing in your future, in your own time

Manage your own investment goals. How much you would like to invest, what is your goal? Lets get you started with your goal settings.

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CONNECT supports you in achieving your goals at every stage of your wealth journey

Tell us about yourself and your investment goals
Define and choose your risk profile
Receive a recommended portfolio based on your goals and risk
Complete your profile and invest
Track your investment performance anytime, anywhere with the CONNECT dashboard and mobile app (coming soon)

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Willing to take high risks for high returns? Well we're not.

Your diversified portfolios are strategically structured by our in-house investment team with advice from Morningstar* and then matched to your goals and risk tolerances.

Need to know more about CONNECT?

See more detailed information about CONNECT's features:

All-inclusive low fees starting from

+0.20%

Low fees to maximise your performance

A lot of time is spent discussing investment performance but there is one aspect of investing that can make more difference on portfolio returns than any other — fees.

At CONNECT, we are committed to transparency and efficiency. That means we will never charge any hidden fees. Our efficient portfolios mean the advisory fee ranges between +0.20% and +1.25% per annum, depending upon the portfolio. This is the only fee you will ever be charged by CONNECT. Like you, we don’t like high fees.

All-inclusive low fees

starting from

+0.20%

Low fees to maximise your performance

A lot of time is spent discussing investment performance but there is one aspect of investing that can make more difference on portfolio returns than any other — fees.

Our portfolios

Designed to meet

your financial goals

Conservative

The portfolio that corresponds to your risk assessment is a moderate risk certificate. It invests in all asset classes with an overweight in less volatile assets (money market and fixed income instruments).

Target return

+4.85% p.a.*

Balanced

The portfolio that corresponds to your risk assessment is the medium risk certificate. It invests equally in less volatile assets (money markets and bonds) and more volatile, higher risk assets (equities and alternative investments).

Target return

+6.85% p.a.*

Aggressive

This is one of our higher risk portfolios. It is a well-diversified combination of high-risk assets, primarily equities. It is set up to maximise expected returns and has significant downside risk.

Target return

+8.05% p.a.*

Aggressive Plus

This is our highest risk portfolio. It begins with the identical underlying portfolio found in our Aggressive portfolio and applies leverage of 35% which serves to maximise expected returns and has significant downside risk.

Target return

+10.85% p.a.*

* Past performance may not be indicative of future results. Any investment with CONNECT is subject to market fluctuations and there can be no assurance that an investment will return its value or that appreciation will occur. In addition, there is no assurance that past outperformance is indicative of future matching or outperformance against benchmarks. The data presented above is for a specified period and past performance may be obtained upon request.