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ETF ULTIMATE

INVESTOR ADVISORY SERVICE

Enjoy one of the most convenient, easy to use Autopilot Investment Strategy we’ve seen

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The most time efficient strategy

 We’ve developed yet

Our Exchange Traded Funds Advisory Service

Many investors are looking for market beating strategies, others are looking for predictability and others, well they are looking for a hands-off approach to getting their money working 

Whichever group you are in, ETF Ultimate Investor will help you get your portfolio working harder, in a logical clear and time tested way. 

Tapping into some or the most liquid and robust investment vehicles in the Exchange Traded Funds sector, ETF Ultimate Investor elevates you to the box seat, giving you all the control with none of the work.   

Better yet, you will be learning along the way, through our weekly strategy briefing, giving you greater confidence in your knowledge and actions, providing peace of mind!

  • ​ Hands off Approach
  • ​ Logical, Clear and Time Tested
  • ​ All the Control with none of the Work
  • ​ ​Peace of Mind

Register Today To Gain Full Access

Claim your seat today and be one of the first people to get access to this brand new share market training series. 

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Have you ever missed a trading opportunity by being too busy,

lacking the confidence to go ahead or worse, doubting yourself?

  • ​ Our proprietary “Solar System” model has been carefully developed to help you enjoy lower risk, and potentially better quality returns through our simple to follow model portfolio
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YOUR CONFIDENCE & KNOWLEDGE GROWTH

Weekly Strategy Briefings will help you grow your knowledge and confidence in your investing skills, ensuring you understand the World you are investing in

This will also help you increase your understanding of how markets actually work and how to capitalise on the regular opportunities they present.

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HOW DO YOU GET STARTED?

Getting started is simple.

 As an existing member of our Eco-System, we will provide you with our new ETF Ultimate  Investor course, as a bonus for subscribing to this service.

In order to have access to the Easy Trade service, you will need to have your IB Account set up 
 and under the AIE umbrella.

Subscriptions are for 12 months, given the medium-term
nature of the investing strategy

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Frequently Asked
Questions

How long does the subscription run for?

The ETF Ultimate Investor Advisory Service has a 12 month subscription period, given the medium term nature of the strategy. This subscription will Auto-Renew at the end of 12 months. You may cancel this at any time.

Do I need to have an IB account with you?

No, you don’t need to. However, by not having your account with us you will not be able to engage the EasyTrade service. In addition, you may not have access to all the instruments we trade, including how we trade them if you have an account elsewhere.

Is there a minimum capital requirement for the service?

No, there isn’t a minimum requirement. However, smaller account balances will be unlikely to capitalise on the diversification and options work that the ETF Ultimate Investor Advisory Service may utilise from time to time.

Is this a managed fund?

No, The ETF Ultimate Investor Advisory service is not a managed fund. It is simply a structured advisory service. All positions you take will be on your own account, in your name, exactly like our other recommendation services. You can choose which trades you with to take and those which you don’t, depending on your risk appetite, account size and view.

How often will there be recommendations?

Given the satellite portfolio model, the strategy is based around a combination of core and peripheral holdings. Depending on market conditions, there may be several trades in a week, while at other times, the volume of activity may be less. Where position sizes and instruments permit, there may also be Covered Calls sold over positions, when appropriate.

What will be covered in the Weekly Strategy Briefing?

Each week, we will provide an overview of our current market view and how we are adjusting the model portfolio accordingly. This will include key news items, sector rotation as well as technical analysis. 

Which markets will be traded?

The vast majority of trading activity will be on the US market, for a number of reasons. Primarily, the maturity, depth and “optionability” of many US ETF’s compared to the local market. 

Does the ETF advisor Portfolio have stop losses?

Each trade will be published with its own risk management parameters. This may include Stops or put protection, depending on the nature of the position.

CUSTOMER NOTICE

The information provided by Wealth Magnet Pty Ltd t/a Australian Investment Education to you does not constitute personal financial product advice. The information provided is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Wealth Magnet recommends that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Past performance of any product discussed is not indicative of future performance. (We urge that caution should be exercised in assessing past performance. All financial products are subject to market forces and unpredictable events that may adversely affect their future performance). We may at times refer to third parties. Details of these third parties have been provided solely for you to obtain further information about other relevant products and entities in the market. Wealth Magnet has no control over the information third parties have, or the products or services offered, and therefore make no representations regarding the accuracy or suitability of such information, products or services. You are advised to make your own enquiries in relation to third parties. Our inclusion of any third party content is not an endorsement of that content or the third party. Wealth Magnet Pty Ltd | Address: Level 1, 36 Upton Street, Bundall QLD 4217 | Phone: 0755 854 285 | FSG

Wealth Magnet Pty Ltd (ABN 52 618 868 830) trading as Australian Investment Education is a Corporate Authorised Representative (CAR No. 1255231) of Grange Financial Services Pty Ltd (AFSL No. 488609).