Helping you achieve your lifestyle goals at every stage
of your wealth journey
Why choose CONNECT?
CONNECT portfolios are designed to achieve optimal returns at every level of risk. We do this by combining our in-house investment expertise with best-in-class providers — so you can invest in an intuitive, smart and convenient way. Our goal-based approach to investing keeps things simple and straightforward.
How does CONNECT Work?
Get empowered by technology
Once you have created your investment goal and signed up for a CONNECT account, you will gain access to a dashboard where you can learn more about the recommended holdings for your portfolio, view performance statistics, fund your investment goals or create new goals. You can also monitor the progress of your goals via the Walk of Life feature on the dashboard.
Get in Touch
Simply pick a time that is convenient for you and we will contact you.