Managed investing made to grow your wealth

We'll build you a smart, sophisticated investment portfolio designed to help you achieve your goals.

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Professionally managed portfolios, tailored to you.

Reliable and diversified

Your funds are invested over numerous asset classes in the market. It is a tried-and-true method for assisting in maximising profits while lowering risk.

Made for modern investors

Gain free access to unique, cutting-edge investment opportunities. Savour user-friendly technology while receiving assistance from people.

Supported by experts

Our in-house investment team will customize a portfolio to suit your risk tolerance and goals. They keep a close eye on market trends and opportunities, so you don’t have to.

Team

SARAH BLAKE, ADVISOR, CIM® (CHARTERED INVESTMENT MANAGER)

Invest with confidence

Withstand market highs and lows

We don’t try to predict the market. Instead, we invest your money in different assets that perform well at different times. Resiliency is built right in.

Make the most of your money

In the background, we’re taking care of the little things that make a big difference, like asset allocation, rebalancing, and dividend reinvestment.

Trusted advice, any time

Our advisors are here to help at every stage of your money journey — and as fiduciaries, they'll always put your financial best interests first.

Lower fees help you keep more of your returns

You can’t control the market — but you can control the fees you pay.

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Investing that fits your goals and values

We’ll get to know you and what you’re saving for, then place you in a portfolio that helps you get there.

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Mike Jonas, ADVISOR, CIM® (CHARTERED INVESTMENT MANAGER)

Always here to help

Learn as you go

Find answers to your investing questions in our help centre, personal finance magazine, or right in the app.

Talk to us any time

Our support team is available by phone, chat, or email 7 days a week to answer any questions about your account.

Speak to an advisor

Premium and Generation clients have access to a dedicated advisor. They’re here to answer your money questions, no matter how complex.

The best way to achieve your financial goals is by investing in low-cost, diversified portfolios of risk-appropriate assets.

Our goal is to set you up for reliable returns across a range of market conditions.

Harry Peters, CHIEF INVESTMENT OFFICER

Get more as your wealth grows

$1 in assets
Core

Get started with simple, low-fee financial tools and systems

$0 commission stock trading
0.4% management fees on managed investing account

0.4%

Management fee

$100,000 in assets
Premium

Make the most of your investment with low fees and tailored advice

All Core plan benefits
0.4% management fees on managed investing account

0.4%

Management fee

$500,000 in assets
Generation

Build your legacy with expert guidance from your dedicated team of advisors

All Premium plan benefits
15.5% monthly returns on your investment deposits

0.4%

Management fee

Let’s make your money make money

Join over 3k clients who choose Rollings Group Ltd to invest, trade, save, and more.

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