Cashwerkz

How it works

Cashwerkz is an online term deposit marketplace that offers value, efficiency and choice for your cash investments. Cashwerkz is freely available to anyone who wants to actively manage their cash and take advantage of the best term deposit rates offered. Cashwerkz transforms the way that financial advisers and individual investors manage their assets in Australia.

Category

• Saving
• Investing

Where can I get this?

Online

Are there any other availability restrictions?

Services Offered

Will I learn what type of risk taker I am?

Not Applicable

Will it produce a financial plan?

Not Applicable

What types of investments are available?

Cash

How many investment portfolio options are available?

Where can I invest?

• Not Applicable

Who manages my investments?

Not Applicable

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

Not Applicable

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

• 30 seconds

Will it capture my personal financial information automatically?

No

Will I be asked questions about my situation?

No

How fast can I get my invested money back?

Not Applicable

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

Advice stage

Implement Financial Plan

What is the minimum amount I have to invest?

$10,000

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

• Free Service

Minimum contract period

Not Applicable

Free Trial

Not Applicable

Payment method

• Not Applicable

Is it legitimate & secure

Trading name

CashWerkz Pty Ltd

Who owns the company

Trustees Australia Group

Who runs the business

• Hector Ortiz

Date founded

2013

Number of staff

20

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?

Yes

Is there detailed documentation about the product?

Yes

What company holds the financial license?

Cashwerkz Pty Ltd

Financial Services Guide?

Yes

Contact Information

Website

Visit website

Email

Send email

Phone Number

1300 721 005

Address

Level5, 66 Clarence St, Sydney NSW 2000

Social Media