Secure Your Financial Future
It’s tough to know what the future may hold for you and your family. Let I-Wize help you invest wisely and provide actionable advice on reaching your financial goals.
Built to help you become a more confident investor and set you on the path to a secure financial future.
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Figure out your financial goals.
We’ll ask you some questions to kick off your new financial future. Then, we’ll help you figure out what to invest for, like retirement, a big purchase, or simply to build wealth.
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Get a sense of your full financial picture.
Depending on what you’re investing for, we’ll recommend how much you should save, then build you a diversified portfolio to set you on your way.
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Benefit from expert advice and technology.
Our cutting-edge technology (guided by our financial experts) manages your investments, and our platform provides ongoing advice to help keep you on track.
Competitive Advantage
Our success is when our customers see us as reliable , dependable , credible , helpful , respectful , open , responsive and honest. Informative conversation creates a new kind of network within organizations for customers. Current networks are used for competitive advantage, but conversation is focused on encouraging people to realize their need and potential. We believe “If you don’t have a competitive advantage, don’t compete.”
High Qualified Team
Our highly qualified Financial consultants not only work hard, but they care about each client that enters in their portfolio.
For their sense of duty and compassion to our precious future brand image. We empower our people; we strengthen them; we provide them with the kind of qualifications that will enable them to build up their own identity themselves which will cater clients to have loyalty for us.
Exceptional Resources
We tend to think what matters is having outstanding leadership at the senior level. But great leadership at the top doesn’t amount to much if you don’t have
exception leadership at the unit level as well. That’s where great things get done. Our resource has the capacity to translate vision into reality. Professionalism in our people make our clients dream for more.
Our mission is to help our customers maximize their money.
Whether you’re new to investing or a seasoned pro, I-wize does what is right for you and your money.
“On average, our investing principles can increase returns by 2.66% when compared to the typical investor.”
A journey of a thousand miles must begin with a single step
THE I-WIZE PRO SOFTWARE
Join our I-wize Pro system via our preferred broker. The Expert Advisor trades currencies fully automated. We utilised our strong technical and fundamental analysis to identify precise market entries to benefit from the highly liquid currency market and compiled it into a fully automated tool.
MINIMIZE TRADING RISKS
Let I-wize make the smart moves
No Hidden Charges
Just a one time fee, and you get your full investment returns.
Retirement spending needs
Forecasts retirement spending by using your current spending and adjusting for age.
A No-Hassle Investment Service
By automatically taking care of maintenance activities, like account re balancing, tax-loss harvesting, and dividend reinvesting, we make sure you are getting the most out of your investments.
Investment returns
Forecasts returns and rewards for the trades and investments you make using our proprietary model
“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble”
-Warren Buffett
OUR 4P POLICY
Partnership | Performance | Profit | Perseverance
Partnership
We have an added incentive for our members to succeed, because if their investments succeed we do too! A good-sized proportion of our ongoing profit is through our 4P policy, because we believe that a lasting relationship is one where everyone celebrates in each other’s success.
Performance
We have a team of professional traders, who are proven global performers.They specialize in their chosen commodity and combine their strategic insights with the latest technology.
Profits
Our members are seeing the benefits and reaching their goals, with many receiving monthly profits far greater than they could earn using a term deposit account or other types of investments.
Perseverance
Great works are performed not by strength but by perseverance. “A river cuts through a rock not because of its power but its perseverance”. We set our minds on the positive with technique taking actions that have a magical effect which difficulties disappear and obstacles vanish.
Are you on track for retirement?
Try our retirement calculator to see if you’re retirement-ready.
Could your 401(k) be worth more?
Learn how rolling over an average 401(k) to a i-wize IRA could mean 60% lower fees.
Want more retirement guidance?
Read the latest on investing for retirement on our Resource Center.
