How It Works

SmartWealth helps you live the life you desire in 3 easy steps!

Assess your financial situation

Gauge your risk tolerance, determine your liquidity position and net worth.

Setup the investment process

Set your goals, schedule your planned savings and create your investment account.

Your money is put to work

We deploy technology to invest your savings and build diversified portfolios towards meeting your financial goals.

Sign up for these amazing benefits

What you get with SmartWealth

Free annual risk tolerance assessment

A smart investment plan for every goal

Flexible automated savings

Access to fiduciary financial advisors

Free cash flow and net worth statements

Goal implementation

SmartWealth is for everyone

People like you are already enjoying positive outcomes from using SmartWealth!

1.

Save towards your rent or mortgage payments, medical or other emergencies, or your children’s school fees.

2.

Save towards a postgraduate degree, getting married, starting your own business, a dream vacation or buying a car.

3.

Save for your children’s college funds, buying a house or for a better life and retirement.
Why choose SmartWealth?

Join the savvy group of users who are enjoying the simple and reliable way to meet their life stage goals!

Invest in the same financial instruments and use the same sophisticated approach as professional and institutional investors.

Reliable, rules-based approach.

Diversified portfolios that is based on your risk tolerance and financial goals.

Monitor your portfolio on the go and enjoy complete control over your investments.

Access to fiduciary financial advisors.

Enjoy complete transparency. Your savings go straight to your investment account and your sales proceeds go straight to your bank account.