How to get started with Smartly?

Investing should be easy and accessible for everyone.

Guess what? It’s not – and that’s why we created Smartly.

If you’ve taken a look at this page, you’ll know that we have selected a very diverse range of funds, all backed by assets.

These funds are designed to give you flexibility, performance, and peace of mind – for a minimal investment.

(Did we mention that you need only $50.00 to begin?)

Getting started with Smartly is simple, and with your new investment portfolio you can be earning in just a few hours.

How to get started?

Photo by Khai Sze Ong on Unsplash

 “The best time to plant a tree was 20 years ago. The second best time is now.” 

– Chinese Proverb

You may compare starting out on your investment journey to planting a tree. It’s never too late – or too early – to take the necessary steps to accomplish your goals.

The one thing we know, for sure, is that if you don’t plant that sapling, you will never grow a tree. In the same way, you will not achieve financial freedom if you don’t take that first step towards your investment journey.

We’re here to help you do just that.

Are you ready?

Here are the three simple steps needed to turn your hopes and dreams into reality.

umber One:

Go to this page:

You won’t be asked for any personal information in this section.

Just take a look around, get comfortable, and select the goals that are most important to you. When you have done that, click ‘NEXT’ and we will start on the fun part.

Next – Complete your Risk Assessment:

What’s a risk assessment?

Good question.

This is where you tell us a little about your goals and aspirations. There are only 6 questions, but these enable us to offer you a personalized portfolio, based on your answers.

You’ll see an interactive graphic that gives a “risk score” for your portfolio.  In short, the lower your risk score, the more conservative your portfolio will be. Conversely, the higher your risk score, the more aggressive your portfolio will be.

By the way, you can change this risk profile yourself at any time.

This alters the structure of your portfolio and the bundle of investments that are recommended for you.

We’ll also show you how much you can save on fees with us, when compared to the industry average.

When you’re happy with that, we’ll get a little information to help us ensure that your account set-up goes smoothly.

Lastly – Your Account Set- Up:

Signing up for your Smartly account takes less than 5 minutes.

After you provide some basic personal details, we then start our part of the process.

What are we doing?  Well, basically, we need to ensure that you exist!

This means that we complete a validation and approval process for security purposes.

As soon as your account is approved, we will notify you.

Generally, in less than 2 hours, you can be using the Smartly platform and be well on the way to accomplishing your goals.

We told you it was easy!

Now, it’s time for you to take control of your own destiny.

Get started today Smartly

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