At Six Park, 2022 will be remembered as a year of exceptional change.
As we reflect on the milestones we’ve achieved, we’re grateful to our clients, subscribers, partners and shareholders for the role they’ve played in Six Park’s development and for giving us the opportunity to help more Australians to build their financial future.
Here are the seven ways we have helped our clients and partners through service enhancements in 2022.
1. We made affordable investment management even more accessible by lowering our quarterly investment threshold from $5,000 to $2,000.
2. We created a new way to add to your investment regularly with automated investing.
3. We launched a new mobile application (for Apple and Android) to enable our clients to check their investments on the go.
4. We provided even more choice by enabling clients to choose their own risk profile and adjust how much risk they were willing to take after receiving a portfolio recommendation.
5. For accounts less than $20,000, we made it more cost-effective to have your funds invested more frequently by lowering our Invest On Demand and Automated Investing fees.
6. We made our annual renewal process faster and easier.
7. We supported our clients and partners effectively during a period of continued market volatility. For example:
- We provided regular communications that highlighted the insights and guidance provided by our Investment Advisory Committee (which is especially important when markets are highly volatile);
- We made adjustments to certain portfolio asset allocations that we deemed prudent after rigorous analysis (such changes have helped Six Park’s portfolios outperform a majority of similar multi-asset class portfolios since our inception);
- We assisted new partners to quickly adopt digital solutions that enabled them to support more clients at a time of need.