Freedom
to focus on life
Spend time with your family, on work and on the little things that give you joy! We’ll work on helping you build wealth with a solid foundation.
The Propel Money Advantage
Our commitment is to make a great plan that is right for you. And we take that very seriously.
Built for the long term
Built for the long term
Wealth building is a marathon, not a sprint
Through your personalised Financial Plan our focus is to earn good returns, repeated for a long time. This generates wealth that surprises most of us. We’ll enable you to face surprises life throws at you so your investments are not disturbed.
Wealth building is a marathon, not a sprint
Personalised
Personalised
Fully customised for you
Tell us a little about yourself and we will specifically suggest financial products that are right for you, explain why those are right and how much to buy.
Fully customised for you
Research driven
Research driven
Nobel Prize winning research based
Our suggestions are driven by research and rich experience. Our Investment Philosophy is guided by the Modern Portfolio Theory (MPT) by American economist Harry Markowitz for which he was awarded the Nobel Prize. It is a practical method for selecting investments to maximise overall returns within an acceptable level of risk. A key part of MPT is diversification. Investors could achieve their best results by choosing an optimal mix of the two based on an assessment of their individual tolerance to risk.
Nobel prize winning research based
Easy to learn
Easy to learn
Propel makes you a better investor
Whether you’re new to investing or already have sizable investments, Propel makes it easy for you to become a better investor. We explain things in simple language, right where you need it.
Propel Money makes you a better investor
Our Planning
Philosophy
01
At Propel Money, we believe that your investments must be built on a solid foundation to keep them safe from the surprises life throws at you, and growing them. We also believe that investing regularly for the long term generates astonishing wealth!
02
We are guided by the Nobel Prize winning Modern Portfolio Theory on risk diversification to maximise overall return within an acceptable level of risk.
03
As part of the personal financial planning process, we do detailed research on several metrics and based on your risk profile, specifically suggest for you where to invest and how much. Our recommendations are designed to provide a balance between risk, return and liquidity through a variety of financial products.
Interested in learning more about how we build financial plans? Read more