Goals Based Strategies are live!

Meet the All-New Strategy Builder – Sleeker, Smarter, Built for Your Goals

We have given our strategy builder a fresh new look, and we didn’t stop at design. So, what is new?

:telescope: Goal Setter: Stay focused on your targets
Tell us what you’re aiming for, by when, and how much risk you’re comfortable taking.
We’ll crunch the numbers and show you exactly how much to invest based on your risk level and time horizon. No guesswork. Just clear, personalised steps to get you where you want to be.

:memo: Name your goal: Make it yours
Naming your goal makes it real. It keeps your strategy focused and your motivation high.
Because when it’s personal, it’s powerful — and way more likely to happen.
This isn’t just any plan — it’s your plan.

:chart_with_upwards_trend: Learn from the Past, Look to the Future: Base your investments on evidence
You have always been able to see how your strategy might have performed.
Now, you can see where it could take you.
With smart forecasts based on your monthly contributions and risk level, you’ll get a clear, realistic view of how your money could grow — and what your future balance might look like if you stay the course.

It’s all part of our mission to make investing more intuitive, personalised, and transparent — so you can build your future with confidence!

Check it out today :chart_with_upwards_trend:

1 Like

This is a big improvement to the user experience, and I’m really enjoying using it. I can clearly see how much I need to invest upfront, and monthly to be confident of meeting my goals.