FreshInvest

Features FreshInvest

Fresh Invest is a revolutionary financial services platform that offers inclusive investment advice via a secure online platform.Fresh Invest is disrupting the market by making investment advice of the highest quality available to absolutely everyone.
Investment advice has long remained a luxury afforded only to the wealthy.
This is no longer the case.
Our advice is available in an easy-to-understand format to all investors, irrespective of their financial situation or geographic location.
With Fresh Invest anyone can have an investment portfolio as that of the top CEO’s.Registration takes place entirely on the Fresh Invest App and takes only a few minutes.
Under normal circumstances there is no need to upload any documents.
The App can be accessed securely at any time using private credentials.We gather some basic information about investors’ financial situation, financial product experience, risk appetite and investment objectives.
We then recommend an investment portfolio that is appropriate under the circumstances.Fresh Invest is privately owned by respected investment professionals with exemplary track records.
Our independence allows us to act freely, without any influence placed on us by product providers, ensuring our allegiance is always to our investors.The portfolios available on the platform are optimally constructed, meaning they are expected to provide the desired level of return at the lowest possible level of risk.
This is achieved through a rigorous quantitative optimisation process resulting in an asset allocation that lies on the efficient frontier.An easy-to-follow journey and a few clicks on the App result in the seamless implementation of the recommended portfolio.
Continuous engagement via blogs, educational material and annual reviews makes sure investors stay the course and achieve their long-term goals.Costs detract significantly from investment returns, especially over the long term.
We use our knowledge and experience to reduce the pervasive cost structure that exists across the financial services industry and handsomely rewards participants at the expense of investors.
This reduced cost structure causes our portfolios to perform well in comparison to what the financial services industry generally provides.Fresh Invest is completely transparent.
All fees are disclosed, and the progress of the investments can be viewed at any time on the App.Investments are liquid with no termination penalties.
Should an investors circumstances change, they can exit at any time with no penalty.A lack of education is cited globally as a contributing factor to low savings rates and poor financial outcomes.
We have an extensive library on our platform and explain the world of money in an uncomplicated way, firm in the belief that awareness and education will empower many people to realise a more secure financial future.We embrace technology.
Technology replaces emotion with fact and structure.
It allows scale and access.
It imposes efficiencies which reduce costs, contributing to better investment performance.We are passionate about research.
We extensively evaluate the latest academic literature and rigorously interrogate the data.
Intelligence gathered is continuously deployed across the Fresh Invest platform to improve and enhance the value proposition.Investments are completely safe.
All assets are held by EasyEquities, a service provider to Fresh Invest.
EasyEquities is part of the Purple Group, an approved financial services provider, listed on the JSE.
They segregate all cash and other assets, meaning the keep all assets separate from the companys own assets.
EasyEquities has the necessary approvals to act in this capacity.The Fresh Invest platform is comprehensively regulated.
Fresh Invest is a product of Fave Invest (Pty) Ltd, a Juristic Representative of SP Wealth Management (Pty) Ltd, an authorised Financial Services Provider under license number 26667.