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Plenty provides personalised online financial advice. Your financial plan (for free) will help you achieve all of your financial goals. Get advice on every aspect of your financial life.

Download FirstStep, an investment account that is smarter and friendlier than your bank. Open an account in minutes, invest your spare change into global ETFs, manage your money on the go, create multiple accounts to reach saving goals for yourself. Landing Page Landing Page
FirstStep Landing Page
FirstStep Landing Page

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 details

Personal Finance Robo-Advisor Finance Investing
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Automated Investment SMSF Robo-Advisor Robo Advice
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These are some of the external sources and on-site user reviews we've used to compare and FirstStep Reviews

Robo-Advisers Australia - Raiz vs Stockspot Vs The Rest
Plenty considers your investments within the scope of your entire financial life โ€“ we will not only tell you where to invest but also how much to invest and whether investing is the right option given your other debts, goals in life and overall financial picture. (Note: at present we donโ€™t have the capability to invest your money automatically but when we do our costs will...

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What are some alternatives?

When comparing and FirstStep, you can also consider the following products

Stockspot - Australia's largest digital investment adviser. We help you build and manage a personalised portfolio tailored to your financial situation and goals. It's professional investment advice without the high costs of seeing a human adviser.

Raiz - Invest spare change automatically from everyday purchases into a diversified portfolio.

QuietGrowth - QuietGrowth is a digital investment management service or robo advisor. It manages the investments of clients to achieve risk-optimised returns over the long-term.

InvestSMART - InvestSMART - Managed Funds, Shares, Property and Investment News

Clover - Clover is your personalised investment advisor. We recommend, build and grow your personalised investment portfolio all for a low fee. Try Clover now!

Spaceship Voyager - Investing with Spaceship Voyager is free under $5,000 and there is no minimum investment. Choose between Spaceship Index and Spaceship Universe.

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