FIRST TIME INVESTOR
Hi
Hi Pearlers, I am new here just looking to save on fees and unify my 2 accounts on other platforms. I currently have a RAIZ ‘sapphire’ account which I make weekly contributions to + roundups (since 2016) And then I have been purchasing individual AU and US stocks on the sharsies platform a few times per month for the past year . Can someone recommend the best package option on here to carry on doing as I was Many thanks Dan
Daniel Brooks.
16 November 2023
1 Comments
Cathy Sun
PEARLER
6 months ago
Hi Dan! Welcome :)
At Pearler, we offer simple subscription options, CHESS-sponsored (AU) direct investment options as well as access to US stocks that can be tailored to suit your investment habits.
Our subscription packages are designed to accommodate regular contributions and diversified investments across both Australian and US markets for a low monthly fee, while individual AU & US investments can offer more choices and flexibility in managing your portfolio with the brokerage fee incurred only when buying or selling.
Pearler investment accounts are self-managed, Although we’ve created a range of resources including our Get Rich Slow Club Podcast, blog articles and investing calculators to help educate new investors. I can suggest checking out our popular ETFs(How to choose the right ETF for me) and template portfolios, or you can even invest like someone you know or a member of our community.
You’ll have the option to Automate your investing, as well as continue your roundup setup to keep your investing on track to reach your goals.
Feel free to explore our pricing page and if you need any guidance, please don’t hesit
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