Give yourself the gift of investing

Create a Profile and begin exploring your own investor dashboard and profile management features. There is no obligation to invest, and no upfront fees.

Create a Beanstalk Profile

Tell us about your Goals

Set your investment goals and we will use our years of experience to recommend a suitable risk profile for you.

Tell us about your Goals

Make the Right Investment

We will then recommend unit trusts that we feel are most suitable for your investment goals and risk profile from over 50 top-performing unit trusts available on Beanstalk

Choose from Top Performing Unit Trusts

Admin Be Gone!

It's so convenient: complete your forms online and upload your FICA documents we will tell you we need. Yes, it's that easy!

Admin Be Gone

Save Time. Save the Planet.

Beanstalk uses electronic signatures so all forms are signed securely online! No forms to print, scan, fax or drop off.

Save Time. Save the Planet.

Don't Take Your Eye off the Ball

Within 48 hours, watch your money grow online and manage your portfolio using the comprehensive Beanstalk investor dashboard

Manage Portfolio

How does Beanstalk make a difference to you?

Save Time

  • Do everything online
  • No need to print, scan, fax or deliver documents
  • Benefit from our extensive research into hundreds of unit trust funds to make informed investment decisions without having to do the legwork yourself

Save Money

  • No upfront fees
  • Very low ongoing annual advisor fees - just 0.5% + VAT* per annum. Your success is our success.
  • No printing required

Get Peace of Mind

  • All aspects of this website are secure, and we are a registered Financial Services Provider (FSP#44386)
  • We never touch your money. It is collected by our administrator - Allan Gray
  • Manage your money using your investor dashboard - whenever, wherever
  • Access to a certified financial planner (CFP) with over 15 years experience

Stay Informed

  • Receive the regular Beanstalk newsletter and get personal recommendations based on your investments
  • Access articles and communications regarding investments and investing that only Beanstalk clients receive
  • Daily data updates mean you are never out of date