Hannah, 26, started looking for a new way to invest when she discovered her financial planner had failed to fulfil explicit requests she had made for her investments.
“I felt as though they were making a lot of assumptions about me as a young female and that they were trying to pull the wool over my eyes,” she said.
“I felt as though I wasn’t getting the full picture and that we were pulling in separate directions – that my interests weren’t their interests and they were trying to do as little work as they could for the biggest fee.”
As she researched alternative ways to invest, Hannah worked out key criteria for her financial strategy. Chief among these were lower fees and greater transparency for reporting and advice.
When a friend recommended Six Park, Hannah hadn’t heard of robo investing, but the idea made sense to her.
“I was really attracted by Six Park’s transparency – as a beginner, being able to see everything in the data platform is really helpful in developing my understanding,” she said.
“Six Park is helping me diversify and gain exposure to a range of markets, particularly international markets, but the fees are low and I know where they’re going.”
Hannah sees her Six Park portfolio as a very long-term investment and said her experience so far had been wonderful.
“The team has been really attentive to my questions and requests and the whole process has been very straightforward.
“Compared with my previous experience, which was extremely expensive and supposedly tailored, investing with Six Park has been far more pleasant, informative and personalised.”