Aleda Capital

How it works

Aleda Capital's managed accounts strategies were designed with you in mind. We offer a simplistic approach to managed accounts through our online platform where clients can invest in a diversified range of strategies. We want to ensure our services are transparent and easy to understand offering all the information required on our website. Currently our clients range from first time investors, SMSF and individual clients who are looking to diversify their portfolio into alternative investments.

Category

• Saving
• Investing

Type of help

• Targeted Advice

Where can I get this?

Online

Are there any other availability restrictions?

Services Offered

Will I learn what type of risk taker I am?

Yes

Will it produce a financial plan?

No

What types of investments are available?

Exchange Traded Products

How many investment portfolio options are available?

5 investment strategies

Where can I invest?

• Australia
• International

Who manages my investments?

Aleda Capital

In whose name are investments held?

Your Name

Is there professional research available on the investment options?

No

Will it allow me to trade automatically?

Yes

Will it automatically rebalance my portfolio?

Yes

Will it provide reports on my investment performance?

Yes

Cash management account

No

Automated alerts and updates

Yes

Can I access other professional help through this service?

• No

On which platform can I use this?

• Computer
• Tablet
• Smartphone

Account opening & closing

How do I create an account?

Online

Account opening speed

• 20-60 minutes

Will it capture my personal financial information automatically?

No

Will I be asked questions about my situation?

Complex (> 5 questions)

How fast can I get my invested money back?

3 Days

Who it's for

Accessable by

Myself

Life stage

• Starting Out
• Mid-Career
• Established
• Retiring
• Winding Down

Type of customer

• Consumer
• Wholesale Investor (>$250k p.a income or $2.5m assets)
• SMSF
• Business

Advice stage

Implement Financial Plan

What is the minimum amount I have to invest?

$20,000

What is the minimum amount I have to be earning?

No minimum

Customer service & support

Is there general financial education information provided?

Yes

Customer support

• Email
• Phone
• Live Chat
• FAQ

Who do I complain to as a last resort?

• Australian Financial Complaints Authority (AFCA)

What it costs

Fee structure

• Fees Based on Value Of Asset
• Commissions Based On Porfolio Performance

Minimum contract period

Not Applicable

Free Trial

No

Payment method

• EFT

Is it legitimate & secure

Trading name

Aleda Capital

Who owns the company

Jason Holdsworth and Neil Shellshear

Who runs the business

• Jason Holdsworth and Neil Shellshear

Date founded

2012

Number of staff

Security & Regulatory Compliance

Will it verify my identity?

Online

Will it send me a confirmation security number to sign-up?

Yes

Are my records destroyed when I leave?

No

Is there detailed documentation about the product?

Yes

What company holds the financial license?

HLK Group Pty Ltd

Financial Services Guide?

Yes

Contact Information

Website

Visit website

Email

Send email

Phone Number

1300 721 224

Address

804/3 Spring Street, Sydney NSW 2000

Social Media