How It Works

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

Tell us about yourself

Take a short quiz to gauge your risk tolerance and get a smart plan-your personalised investment roadmap.

Create an account

Set your goals, choose a savings plan that suits you and link it to your brokerage account.

Put your money to work

Invest with ease and build a diversified portfolio towards meeting your financial goals.

Sign up for these amazing benefits

What you get with SmartWealth

A free risk tolerance assessment

A smart investment plan

Flexible automated savings

Regular recommendations on what to buy

1-Click trade order execution

Portfolio management

SmartWealth is for everyone

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


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


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


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.

Build a diversified portfolio that is based on your risk tolerance and financial goals.

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

Financial advice that is tailored to your unique circumstances and needs.

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