CrowdfundUP

How it works

CrowdfundUP is a real estate crowdfunding platform, innovating financial technology services and changing the way that you invest in Australian property. CrowdfundUP provides a crowdfunding platform that allows investors with limited capital access to many units or shares of properties ensuring that they are able to diversify their portfolio. With its web-based, user friendly platform, CrowdfundUP allows investors to browse and select property opportunities, complete all documentation, transfer funds, and create a personal online property portfolio.

Category

• Investing

Type of help

• DIY Tool

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?

No

What types of investments are available?

Direct Property

How many investment portfolio options are available?

Where can I invest?

• Australia

Who manages my investments?

CrowdfundUP

In whose name are investments held?

Professional Custodian

Is there professional research available on the investment options?

Not Applicable

Will it allow me to trade automatically?

Not Applicable

Will it automatically rebalance my portfolio?

Not Applicable

Will it provide reports on my investment performance?

Yes

Cash management account

Yes

Automated alerts and updates

Yes

Can I access other professional help through this service?

• No

On which platform can I use this?

• Computer

Account opening & closing

How do I create an account?

Online

Account opening speed

• 5 minutes

Will it capture my personal financial information automatically?

Not Applicable

Will I be asked questions about my situation?

No

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)

Advice stage

Implement Financial Plan

What is the minimum amount I have to invest?

$1,000

What is the minimum amount I have to be earning?

No minimum

Customer service & support

Is there general financial education information provided?

No

Customer support

• Email

Who do I complain to as a last resort?

• Credit and Investments Ombudsman

What it costs

Fee structure

• Free Service
• Transaction Fees

Minimum contract period

Not Applicable

Free Trial

Not Applicable

Payment method

• Not Applicable

Is it legitimate & secure

Trading name

CrowdfundUP Pty Ltd

Who owns the company

Jack Quigley

Who runs the business

• Jack Quigley, Marc Sputore

Date founded

2015

Number of staff

11-50

Security & Regulatory Compliance

Will it verify my identity?

No Identification Required

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

No

Are my records destroyed when I leave?

Unknown

Is there detailed documentation about the product?

Yes

What company holds the financial license?

Big Start Pty Ltd

Financial Services Guide?

Yes

Contact Information

Website

Visit website

Email

Send email

Phone Number

08 6558 0355

Address

Unit 12, 177 Rokeby Road, Subiaco, Perth WA 6008

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