$250M+
Assets under management (sample figure).
Nexus Invest
Invest with a plan, not a guess
Simple, diversified investment plans for every stage of life - transparent sample fees, honest illustrative figures, and human advisers when you want them.
48,000+
Investors on our plans (sample figure).
12 years
Helping people invest (sample figure).
4.6 / 5
Sample client rating (sample figure).
Sample figures - demonstration only. Replace with your firm's verified figures before going live.
Capital at risk: The value of investments can go down as well as up and you may get back less than you invest. Return figures on this page are illustrative samples, not a guarantee. Nothing on this page is financial advice.
Welcome to the Investment section, powered by Nexus Advance.
Investment Plans
Four plans, one idea: a diversified portfolio matched to your goal and time horizon, for a clear sample annual fee. The return figure on each plan is an illustrative sample used for comparison - it is not a promise, a forecast or a guarantee.
Starter
For first-time investors starting with a smaller amount and building the habit.
Illustrative target return: 5%/yr
Illustrative sample - not a guarantee.
- Minimum investment: $500 (sample)
- Suggested horizon: 3+ years
- Annual fee: 0.50% (sample)
- Conservative-Balanced mix: bond and income funds with a core of global shares.
- Diversified, ready-made starter portfolio
- Automatic monthly investing from $50
- Annual rebalancing
- Quarterly performance reports
- Withdraw at any time, no exit fee
Most Popular
Growth
For investors growing long-term wealth with a balanced-to-growth profile.
Illustrative target return: 7%/yr
Illustrative sample - not a guarantee.
- Minimum investment: $5,000 (sample)
- Suggested horizon: 5+ years
- Annual fee: 0.75% (sample)
- Balanced-Growth mix: global equities, index funds and dividend payers.
- Everything in Starter
- Twice-yearly rebalancing
- Monthly performance reports
- Annual review call with an adviser
- Goal tracking dashboard
Advanced
For experienced investors who want broader global exposure and closer oversight.
Illustrative target return: 8%/yr
Illustrative sample - not a guarantee.
- Minimum investment: $25,000 (sample)
- Suggested horizon: 7+ years
- Annual fee: 1.00% (sample)
- Growth mix: global equities including emerging markets, sector funds and alternatives.
- Everything in Growth
- Quarterly rebalancing
- Global equities including emerging markets
- Named adviser with quarterly reviews
- Tax-report pack for your accountant
Premium
For larger portfolios that need a fully personal, adviser-led service.
Illustrative target return: 9%/yr
Illustrative sample - not a guarantee.
- Minimum investment: $100,000 (sample)
- Suggested horizon: 10+ years
- Annual fee: 1.25% (sample)
- Fully custom portfolio, built and reviewed with your dedicated adviser.
- Everything in Advanced
- Fully custom portfolio design
- Dedicated adviser with priority access
- Retirement and estate planning sessions
- Family accounts under one view
All plan terms, minimums, fees and return figures are samples for demonstration. Replace them with your firm's actual plan documents before going live.
Compare the Plans
| Compare | Starter | Growth | Advanced | Premium |
|---|---|---|---|---|
| Minimum investment (sample) | $500 | $5,000 | $25,000 | $100,000 |
| Illustrative return (sample, not a guarantee) | 5%/yr | 7%/yr | 8%/yr | 9%/yr |
| Annual fee (sample) | 0.50% | 0.75% | 1.00% | 1.25% |
| Suggested horizon | 3+ years | 5+ years | 7+ years | 10+ years |
| Rebalancing | Annual | Twice a year | Quarterly | Continuous / on request |
| Adviser access | Email support | Chat & email + annual review call | Named adviser, quarterly reviews | Dedicated adviser, priority access |
| Reports | Quarterly | Monthly | Monthly + market briefings | Monthly + on demand |
Sample comparison - demonstration only. Fees are deducted from the illustrated growth in a real product only if the plan documents say so; read your firm's actual terms.
Returns Calculator
See how compound growth could build on a single amount over time at each plan's illustrative sample rate. Try a few numbers - then read the caption under the result.
You put in
$10,000.00
Projected growth
$9,671.51
Projected value
$19,671.51
Illustration only, using a constant sample rate. Investments can go down as well as up and returns are not guaranteed.
Portfolio Strategies
Stocks & ETFs
Broad, low-cost exposure to hundreds of companies through index funds and ETFs - the growth engine inside most of our sample plans.
Bonds & Income
Government and company bonds that aim for steadier returns and regular income, and can soften the bumps of the stock market.
Real Estate Funds
Property exposure through diversified funds rather than a single building - commercial, residential and infrastructure themes.
Retirement Plans
Long-horizon portfolios that gradually reduce risk as your target retirement date approaches, with annual reviews built in.
Crypto Portfolio
A small, higher-risk allocation to major crypto assets. Crypto is volatile and can fall sharply or become worthless; treat it as a satellite holding only, never the core of a plan.
Ethical & ESG
Portfolios screened for environmental, social and governance standards, so your money can reflect your values as well as your goals.
Sample Performance
One balanced sample portfolio, five sample years - including a down year, because real investing has them:
2021+4.2%
2022+7.8%
2023−3.1%
2024+9.4%
2025+6.0%
Sample/hypothetical performance - not actual results. Past performance does not guarantee future returns.
How It Works
1. Choose a Plan
Compare the sample plans above and pick the one that matches your goal, horizon and comfort with ups and downs - or talk it through with an adviser first.
2. Open Your Account
Complete the firm's application on its secure platform and verify your identity - this page links you there; it never asks for your details itself.
3. Fund & Invest
Add your starting amount (and a monthly top-up if you like) on the firm's platform; your money is invested into the diversified portfolio for your plan.
4. Track & Review
Follow progress in your reports and dashboard, and review your plan with an adviser at the rhythm your plan includes. Adjust goals as life changes.
Why Choose Us
Diversified by Default
Every sample plan spreads money across many holdings and markets, so no single company or country decides your outcome.
Transparent Sample Fees
One clear annual fee per plan, shown on this page before you commit to anything. No performance fees and no exit fees in the sample terms.
Custody & Safeguards
Client assets are typically held with an independent custodian, separate from the firm's own money. This is informational sample copy - [insert custodian name and safeguarding arrangements] and confirm the real arrangements in the firm's official disclosures.
Human Advisers
Real people, not just an app: book a consultation to talk through goals, risk and whether a plan suits you before you invest a penny.
What Clients Say
“I started with the Starter plan and a monthly top-up. The reports are plain-English, the fee is exactly what the page said, and nobody ever promised me the moon.”
Amara O.
Growth plan member since 2022 (fictional sample client)
“The adviser talked me OUT of the highest-risk option until my emergency fund was sorted. That honesty is why my family moved our retirement savings here.”
Daniel R.
Premium plan member since 2021 (fictional sample client)
Sample testimonials - demo content. Replace with genuine, verifiable client reviews and obtain permission before publishing.
Frequently Asked Questions
Sample minimums start at $500 on the Starter plan, rising to $100,000 on Premium. Every figure on this page is a sample for demonstration - your firm's real plan documents set the actual minimums.
No. The return figures on this page and in the calculator are illustrative samples that assume a constant growth rate. Real investments go down as well as up, fees and taxes change the outcome, and you may get back less than you put in. Be very cautious of any firm that promises its investment returns are certain - no honest firm can know that.
On the sample terms shown here, yes - there is no exit fee, and withdrawals settle within a few business days. Your withdrawal value is the market value on the day it is processed, which may be more or less than you invested.
The sample annual fee covers portfolio management, rebalancing, custody reporting and the adviser access listed for your plan. It is charged on the value of your investment, so the amount in currency terms rises and falls with your balance.
Latest in Investment
Compound Interest, Explained Simply
Demo excerpt for Compound Interest, Explained Simply – replace this with your own content.
Read moreDiversification: Don’t Put All Your Eggs in One Basket
Demo excerpt for Diversification: Don’t Put All Your Eggs in One Basket – replace this with your own content.
Read moreUnderstanding Risk: Volatility and Time Horizon
Demo excerpt for Understanding Risk: Volatility and Time Horizon – replace this with your own content.
Read moreRisk Disclosures
Capital at risk: the value of investments can go down as well as up and you may get back less than you invest.
Nothing on this page is financial advice. The plans, figures and examples shown are samples for demonstration; they are not a personal recommendation and do not account for your individual circumstances, tax position or attitude to risk. If you are unsure whether an investment is right for you, speak to a qualified, authorised financial adviser.
Past performance does not guarantee future returns. Illustrative rates in the plans and calculator assume smooth, constant growth; real markets do not behave that way, and charges, taxes and inflation will reduce real-world outcomes.
[Insert firm legal name and regulatory authorisation details]
[Insert applicable investor-protection/compensation scheme details]
This template is a website design; it is not an investment platform and it cannot accept money, open accounts or execute investments. Investing happens only on the firm's own regulated platform, reached through the links on this page.
© 2026 Nexus Invest. All rights reserved.