We know that you want to use your financial expertise to help more people lead better lives.
But right now…
- you’re not sure how to support people when they’re starting out with investing and have less complex needs;
- 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 serve them within 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.
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 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 the 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 who 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 through 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”.
Performance
Annualised performance to the end of June 2022.
-5.1%
Conservative
-5.5%
Conservative Balanced
-6.8%
Balanced
-7.7%
Balanced Growth
-7.4%
Aggressive Growth
Annualised performance to the end of June 2022.
+0.2%
Conservative
+1.1%
Conservative Balanced
+2.1%
Balanced
+2.7%
Balanced Growth
+3.5%
Aggressive Growth
Annualised performance to the end of June 2022.
+2.0%
Conservative
+3.4%
Conservative Balanced
+4.8%
Balanced
+5.7%
Balanced Growth
+6.4%
Aggressive Growth
Returns are after fees. Read our full performance disclaimer
Who is Six Park?
So, why trust an online service like Six Park? And who or what is behind making important investment decisions – algorithms, or people?
Don’t be put off by the term ‘robo-advice’ – Six Park’s investment strategy decisions are driven by a highly credentialed human brains trust. Our Investment Advisory Committee’s respected members each have vast experience in Australia and overseas.
Drawing on their wealth of real-world experience, we offer an easy way to help clients get started and experience true professional investment management.
Every client holds a 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 and rebalancing, tax reporting and much more.
Six Park was founded in 2016 and, since then, has grown to support thousands of Australians on their pathway to financial wellbeing.
In 2019, Six Park launched solutions to help financial professionals aid more clients and access professional oversight during their wealth journeys.
Interested in Partnering with Six Park?
Our service is independent and 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 tech stack.
We even handle all set-up free of charge, with your customised solution typically ready within two weeks.
If you’d like to find out more about Six Park’s investment solutions for financial professionals, book a call with us.
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