Portfolio Investing
Wealth creation
Begin building your wealth today with a minimal investment.
Quick set up
Establish a diversified investment portfolio in a matter of minutes with one simple application.
Expertise
Access the expertise and resources of our professionals with over 70 years of experience.
Monitoring
Track your portfolio 24/7 with the online portal or mobile App.
Communication
Keep up to date on your portfolio with regular communications from our investment team.
Start today
How it works
Step 1
Get Started (or download the App) to access the Investor Portal – here you can explore the range of portfolios, use our fee calculator to explore the pricing, read articles, see past performance and access the key documents like the Product Disclosure Statement.
Step 2
Choose a portfolio – when you are ready to do so.
Choose from our 3 professionally managed portfolios, to suit every investment outcome.
Step 3
Open an account, it’s an online application form, no paperwork required.
Available for individuals, jointly, minors, SMSFs and Trusts.
Step 4
Stay informed with regular investment reports, insights, and
any portfolio updates.
Access a range of reports including end of year Tax Reporting.
Our Portfolios
Choose the portfolio that’s right for you
Australian Share Portfolio
The portfolio aims to provide investors with a balanced return comprising of both income and capital growth, by investing in a diversified portfolio of Australian listed investments.
The portfolio targets an average return of 7.5%p.a. over 5 year rolling periods.
Equity Income Portfolio
The portfolio aims to provide investors with a growing and higher level of income than the broader Australian share market, together with some capital growth.
The portfolio targets an average total return of 7.5% p.a. over 5-year rolling periods.
Long Term Value Growth Portfolio
The portfolio is designed as a long-term strategy, targeting an average of 8% p.a. return over 7 year rolling periods comprising of capital growth together with some income.
The portfolio targets 90% allocation to diversified growth assets, such as Australian and international shares, with a target 10% allocation to defensive assets such as fixed interest and gold.
Recommended minimum investment: $10,000 in any portfolio.
While investors can invest from as little as $1,000, you will not be fully invested in the portfolio until the investment reaches around the $10,000 level. If you are investing less than $10,000 we recommend that you should set up regular contributions to increase your minimum investment to $10,000.
Start Your Investing Journey Today
Explore more information
In the investor portal including access to the
Product Disclosure Statement and Investment Menu.
About us
Rees Pritchard was founded in 1951 and has been providing quality financial advice to private clients, trusts and estates, charities and companies for over 70 years.
Our investment philosophy is to preserve and grow our client’s wealth over the longer term. We aim to buy quality investments at a discount to their intrinsic value, and hold them for the long term.
Rees Pritchard Invest Direct was established in 2024 in response to requests from investors wanting a simple investment solution that is professionally managed and easily accessible.
Designed to simplify your investment journey, we have taken the hard work out of establishing a portfolio. Simply select the portfolio that best suits you from our three professionally managed portfolios.
Important Notices: Rees Pritchard Invest Direct is distributed by Pritchard & Partners Pty Ltd (ACN 073 393 049, AFSL 246712) and administered by OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available in the Rees Pritchard Invest Direct portal under Key Documents. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.