We know you want to use your financial expertise to help more people lead better lives. We’re here to help.

 

Six Park may be the right fit if

 

  • you’re not sure how to support clients with more straightforward needs when they’re considering investing;
  • you’re frustrated that you’re turning away prospective clients because you lack the capacity and time to serve them;
  • you recognise the importance of developing meaningful relationships with your clients’ families, but you’re struggling to fit them into your current service model; or,
  • as a licensee, you want to support your advice practices by providing compliant and sustainable solutions that help more people. 
Six Park for Advisers

Robo-advice can help you to help your clients

We know that the advice gap problems are the current reality for many financial professionals. 

What do you need? An easy, low-cost, high-quality investment solution that helps investors with less complex needs right now.

We think that Robo-advice is the answer – and so do a growing number of advice professionals and national licensees who see Robo-advice providing a significant role in their “triage” service, helping them stay connected to the clients until they are ready for full advice services. 

Expert oversight plus smart technology

Robo-advice uses a combination of expert oversight and smart technology to make it easier for people to get started with passive investing.

At Six Park, we’re particularly proud of the human expertise behind the algorithms.

Our experienced Investment Advisory Committee (pictured) drives our investment strategy, which technology allows us to deliver at scale.

Why you should become a Six Park Partner

 

As one of Australia’s first Robo-advisers, Six Park has a proven track record in helping financial professionals like you engage and nurture a strong pipeline of clients you may not otherwise be able to serve today. 

We offer a low-risk, low-touch digital solution to effectively service the wealth management needs of prospective and existing clients. 

We provide a compliant end-to-end investment management service from risk assessment to ongoing management. 

We have also delivered strong risk-adjusted performance outcomes to clients for more than five years – see our returns below. Six Park outperformed 88% of all equivalent funds in the Morningstar multi-sector database (as at the end of August 2021), dispelling the myth that “digital advice” delivers inferior returns to more traditional options.

While Six Park can help you serve clients at any stage of their financial journey, our service is particularly useful for clients for whom a low-cost solution is currently the best “advice fit”.

 

Find out more about our service

 

Performance

Annualised performance for our standard portfolios to the end of July 2023.

+1.6%

Conservative

+3.3%

Conservative Balanced

+5.8%

Balanced

+7.0%

Balanced Growth

+9.0%

Aggressive Growth

Annualised performance for our standard portfolios to the end of July 2023.

+2.4%

Conservative

+4.1%

Conservative Balanced

+6.3%

Balanced

+7.6%

Balanced Growth

+9.3%

Aggressive Growth

Annualised performance for our standard portfolios to the end of July 2023.

+2.2%

Conservative

+3.5%

Conservative Balanced

+5.0%

Balanced

+5.9%

Balanced Growth

+6.7%

Aggressive Growth

Returns are after fees. Read our full performance disclaimer

Who is Six Park?

 

Six Park was founded in 2016 and, since then, has grown to support thousands of Australians on their pathway to financial well-being. 

In 2019, Six Park launched solutions to help financial professionals aid more clients and access professional oversight during their wealth journeys.

Don’t be put off by the term ‘Robo-advice’ – a highly credentialed human brain trust drives Six Park’s investment strategy decisions. Our Investment Advisory Committee’s respected members have vast experience in Australia and overseas.

Drawing on real-world experience and technological capability, Six Park offers an easy way for clients to get started and experience professional investment management.

Every client holds a HIN-based, personally tailored portfolio of high-quality ASX-listed exchange-traded funds (ETFs) developed to match their personal risk profile and investment horizon.

Six Park then takes care of regular trading, rebalancing, tax reporting, and much more.

 

 

Find out more about our service

 

Ready to partner with Six Park?

Our service is trusted by a rapidly growing network of respected advice practices large and small, licensees, accounting and wealth professionals.

Whether you’re looking for a white-label solution or prefer to leverage our trusted brand, Six Park can support the integration of Robo-advice into your practice and your current technology stack.

We even handle all set-up free of charge, with your customised solution typically ready within two weeks.

Finally, don’t just take our word for it, see what other financially professionals are saying about Six Park below.

What others are saying

Six Park helps me to serve SMSF clients who are invested in cash but do not want a traditional full advice solution. It provides a greater return than cash while still maintaining that feeling of control they want. It is another piece of the puzzle that you can use in situations that complement your business.

Alan Maddick

The Mt Martha Accountant

Because of Six Park, I’ve now been able to help the two grandchildren of my client, and meet her daughter in the process. I haven’t had the capacity to engage with them like this before, and I’m so excited that I now have an intergenerational solution.

Natalie Nielsen

Narellan Financial Planning

I’m so pleased with our partnership with Six Park – it’s brought me closer to my “why” as a professional and gives me the ability to help more clients.

Fran Hughes

Director, Nexia Perth

Call us to find out more about our service