LifePlan portfolios work in a similar way to our Managed portfolios- we take care of the trading for you.
How It Works
When you add money to your LifePlan portfolio:
- We automatically invest it into a mix of ETFs that match your long-term plan.
- Trades are placed in bulk once a day, usually in the afternoon on working days.
- You don’t need to pick or place any trades yourself.
This makes it easy to stay on track with your goals while keeping costs low.
Ongoing Management
We also monitor and manage your LifePlan portfolio for you:
- We adjust the mix of ETFs as needed over time.
- We keep your portfolio in line with your target, this is called rebalancing.
- You don’t need to do anything, just keep adding money when it suits you.
Simple and Hands-Off
LifePlan is designed for long-term investing with minimal effort. You focus on your goals, and we handle the rest.