Need help saving? FirstStep helps you automatically save and invest your loose change.
FEATURES - Open an account in minutes - Set a goal and track your progress - A professional investment account - Build a personalised and invest in Tech, Ethical, Asia and Health trends - Automatically invest loose change from everyday purchases - Set recurring deposits as low as $5 - Check your account value from anywhere in the world - Withdraw to your bank account at any time - Automatic spend categorisation (Beta) - Timely investment notifications - Fast and friendly support via chat - Tips and tricks to help you become a pro with money
EXPERT INVESTMENT MANAGEMENT - through a safe and secure platform - 256-bit encryption to keep your information safe and secure - automatic portfolio rebalancing - automatic dividend re-investment - diversified portfolio across hundreds of Australian and international companies, corporate and government bonds
FEATURED IN - The Sydney Morning Herald - The Age - Startupsmart - Startup Daily
Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
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