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Getting Started | Devonhirst

1. Simple online application form.

Complete our fast and secure online application form. It takes under 5 minutes and you can sign up as an individual, joint account, corporation, fund or family trust.

2. Complete the AML process.

Provide your AML documents when completing your application via our secure AML process, you can also provide these later on if for any reason you do not have them to hand.

3. Schedule onboarding appointment.

Schedule a time with your account manager who will onboard you, walking you through the platform and discussing your investment options to create a tailored investment plan.

4. Start investing with Devonhirst.

Start investing to grow your wealth & reach your goals. Your account manager will advise you on a variety of equities, bonds and mutual funds to match your appetite for risk.

Whether you’re starting out on your investment journey, adapting to changing circumstances or thinking about utilising the wealth you’ve accumulated, Devonhirst can help.

When it comes to planning for you and your family’s financial future, how you choose to invest will depend entirely on your personal circumstances and what you want to achieve.

For example, if you’re investing for your retirement you will need to employ a different strategy than if you’re aiming for a shorter-term goal. With so many investment options available there are a multitude of products that could help you to achieve your medium and long-term objectives.

Your Devonhirst advisor will work with you to create an investment plan that balances your key objectives with your attitude to risk, accounting for your current and potential tax position. We will also develop the best investment management plan for you, to help ensure that your money is working as hard as possible to help you achieve your goals.

Investing – your questions answered:

Why should I invest?

Savings rates are as low as they’ve ever been. Investing is an alternative way to save for your future that could potentially provide higher long-term growth than leaving your money in a savings account.

Unlike saving, when you invest there is always a risk that you could get back less than you put in.

How do I start investing?

Before you start to think about investing it is always a good idea to clear off any outstanding debt and to make sure you have an emergency fund prepared for the unexpected.

Investing is for the long-term, so we recommend a buffer savings pot of at least three to six months of your usual living costs to ensure you won’t need to access your investments in the event of any short-term surprises.

Once you’re ready to get started you can invest a lump sum, a small amount each month or you can take a hybrid approach to your portfolio.

How much should I invest each month?

This depends on you, your goals and your disposable income, investing from as little as $10,000.

What should I invest in?

You can invest in almost anything, the most popular options include:

Shares: A share is simply a part ownership of a company. When a company is listed on the stock exchange the shares have a market value and can be bought and sold.

Bonds: Bonds are loans made to a government or company and paid back with interest. They can offer regular income streams and a potential financial cushion during economic downturns.

Funds: A fund is an investment that pools together money from lots of individuals. The fund manager then invests the money in a wide range of assets e.g. Australian shares, overseas shares, bonds etc. Each investor is issued units, which represent a portion of the holdings of a fund.

Whatever your budget your aim should be to maximise gains and minimise losses. Diversifying your portfolio is a great way to do this. Spreading your investments across different products and areas makes you less dependent on the performance of any one element and helps to smooth out returns over the longer term.

How much risk should I take?

There is a risk attached to all investments and how much you’re comfortable taking depends entirely on you and what you are hoping to achieve. Your Devonhirst advisor will work with you to help you determine the right level of risk for you now and will help you in reassessing your attitude, if and when your circumstances change in the future.

How long should I invest for?

At Devonhirst we believe that investments should form part of your long-term strategy and you should aim to invest for at least five years. You may have more immediate savings goals so you may also need a shorter-term solution. Your Devonhirst advisor can support you in finding the right balance for you and your financial goals.

Get started today and open an account with

We have years of experience in creating solid investment plans for clients that precisely match their short term and long term objectives. Get started today and apply for your Devonhirst account, easy, simple online application process.

Access our vast team of financial analysts and account managers to get the advice that is right for you

We have a large team of financial experts specialising in all aspects of investment advice. We can offer you expert advice across the market as a whole from bonds and fixed income, through to private equity placements, mutual funds and a diversified stock portfolio.

Open an account with us now and gain access to our award winning investment platform.

3 easy

Explore a world of financial opportunities!

  • 1 Open your account easily online
  • 2 Speak to your dedicated account manager
  • 3 Invest easily across the entire global market