Trusted Financial Advisors for Investment Opportunities in Australia
Why AustralianInvest
Experience and reliability, built into every investment
At AustralianInvest, we set ourselves apart through a steadfast commitment to experience and reliability in financial advice and asset management. With over 15 years of collective industry experience, our team of certified specialists understands the unique landscape of investment opportunities in Australia. We prioritise tailored solutions that empower individuals and businesses to navigate their financial futures with confidence — and ultimately, to call Australia home.
Schedule Your Wealth Management Consultation Today
Discover how sound financial advice can help you navigate investment opportunities in Australia. Our experts are ready to guide you toward a prosperous financial future with tailored solutions that suit your needs.
Investment Success By The Numbers
The instalment investment model
Start with AUD 200,000 — grow towards residency
Our signature model is designed for investors who want to build their Australian future gradually and intelligently. Sign a client agreement with us and begin with an initial investment of AUD 200,000. From there, top up in instalments of AUD 100,000 — and we do the rest. We invest your funds across diversified Australian assets, generate returns, and use your growing portfolio to support your residency and citizenship applications when you qualify.
Client investment agreement snapshot
Structured for long-term wealth and residency outcomes
our step-by-step journey
How the program works—from day one to citizenship
Every client follows a structured, transparent pathway. Here is exactly what happens at each stage once you sign with us.
1
Stage 1 · Agreement
Sign your client agreement
You sign a formal investment management agreement with AustralianInvest. Our team conducts a full financial profile assessment, sets your investment goals, risk tolerance, and timeline, and assigns you a dedicated wealth manager and migration adviser.
No money transferred yet — agreement first
2
Stage 2 · Initial investment
First instalment — AUD 200,000
You transfer your opening investment of AUD 200,000. We immediately deploy this across a diversified portfolio of approved Australian assets — property funds, ASX equities, managed funds, corporate bonds, and venture capital — optimised for both growth and visa compliance.
AUD 200,000 initial instalment
3
Stage 3 · Visa activation
Investor / business visa applied immediately
From day one of your investment, you are eligible to live and work in Australia on an investor or business visa. Our migration team handles the entire FIRB approval and visa lodgement process. Your family can also be included on the same application. You are in Australia — legally and actively — while your portfolio grows.
Investor visa Business visa
4
Stage 4 · Growing your portfolio
Top up in AUD 100,000 instalments
At agreed intervals — quarterly, bi-annually, or annually — you add further instalments of AUD 100,000. Each instalment is invested immediately into your managed portfolio. As your total investment grows, so does your portfolio value, the returns generated, and your eligibility for higher visa tiers and permanent residency thresholds.
AUD 100,000 per instalment onwards
5
Stage 5 · Returns at work
Investment profits reinvested towards your future
Your portfolio generates returns — capital growth, dividend income, rental yields, and interest — on an ongoing basis. These profits are reinvested and tracked as part of your total complying investment value, which counts towards your visa upgrade and residency eligibility thresholds. Your money is working for both your wealth and your migration pathway simultaneously.
Returns reinvested Profit supports visa eligibility
6
Stage 6 · Permanent residency
When you qualify — we move for PR
Once your cumulative investment (including returns) meets the threshold for permanent residency, we initiate the PR application on your behalf. This is fully managed by our migration team — documentation, government lodgement, compliance checks, and follow-up — all included in your programme.
Permanent residency application
★
Final stage · Citizenship
Australian citizenship — the ultimate goal
After meeting the required residency period as a permanent resident (typically 1 year as PR, 4 years total residence), we prepare and support your Australian citizenship application. From your first AUD 200,000 instalment to an Australian passport — we are with you every step of the way.
Where we invest your money
We craft personalized investment plans to align with your financial goals, ensuring your capital is effectively managed for optDiversified, complying, and growth-focusedimal growth.
All investments are placed in FIRB-compliant and visa-approved Australian asset classes, carefully selected for risk-adjusted returns and regulatory eligibility.
Venture capital
Investment in Australian start-ups and growth-stage private companies via government-approved venture capital and private equity funds.
ASX equities
Curated portfolios of Australian Stock Exchange listed companies across financials, resources, technology, and healthcare sectors.
Managed funds
Government-approved managed investment schemes investing across Australian equities, bonds, and diversified asset classes.
Property funds
ASX-listed and unlisted commercial property funds. New dwellings and commercial real estate. Excludes existing residential — fully FIRB compliant.
Corporate bonds
Fixed-income investments in Australian corporate and government bonds — providing stable, predictable returns alongside growth assets.
Business investments
Equity positions in established Australian businesses — directly supporting your business visa eligibility while generating active returns.
Visa during your investment period
You are in Australia from day one
From the moment your initial investment is confirmed and your agreement is signed, we apply for your Australian investor or business visa. You do not need to wait until you reach the full residency threshold to come to Australia — you are legally here, building your life, while your portfolio builds your future.
Our commitment
One partnership. One destination.
"At AustralianInvest, our mission is to cultivate lasting partnerships that drive meaningful results. From your first AUD 200,000 instalment to the day you hold an Australian passport, we manage your wealth, protect your interests, and advance your migration journey — simultaneously. We do not just manage money. We build futures."
Common Questions About Wealth Management
What is included in your wealth management services?
Our wealth management services encompass investment planning, asset allocation, and retirement planning tailored to your specific financial goals. We prioritize understanding your unique situation to create a comprehensive strategy that aligns with your aspirations.
How do you determine the right investment strategy for me?
We assess various factors including your financial goals, risk tolerance, and investment horizon during the initial consultation. This allows us to design a personalized investment strategy that meets your needs and optimizes your potential returns.
What are the fees associated with your wealth management services?
Our fees vary based on the complexity of your financial situation and the services provided. Typically, we charge a percentage of assets under management, which we disclose upfront, ensuring complete transparency.
Can I expect regular updates and communication regarding my investments?
Absolutely. We believe in maintaining open lines of communication with our clients. You will receive regular performance reports and have the opportunity to discuss your portfolio with us at least quarterly to ensure it aligns with your objectives.
What qualifications do your wealth management advisors possess?
Our advisors are certified financial planners with extensive experience in investment management. They undergo ongoing education and training to stay updated on market trends and regulatory changes to provide you with trusted, informed advice.
Is my investment safe with your wealth management services?
We take security very seriously. We employ industry-standard protocols and work with reputable custodians to protect your assets. Additionally, we continuously monitor investments and market conditions to mitigate risks.
How do you measure the success of your wealth management services?
Success is measured by your progress toward achieving your financial goals. We establish benchmarks and regularly evaluate your portfolio’s performance against these to ensure it is on track. Your satisfaction and results are our top priorities.
What should I do if I have more questions or need additional support?
Our team is always available to assist you. Whether you have further questions or need to schedule a consultation, feel free to reach out directly via phone or email. We are committed to providing responsive and helpful support.