How it works

It starts with your goals and how you best want to reach them. Choose between fixed allocation and active management, you can then be matched with the best portfolio for you – so you’ll always be investing to reach your goals.
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1. Create your investor profile Investing the right way means understanding what’s right for you. Our smart technology lets you do this in a snap. Just answer a few easy questions about yourself, your goals, and your attitude to investing to instantly see your investor profile.  If your goals or anything else changes your profile can quickly be adjusted online, in-website, or by speaking to your dedicated investment consultant, so you’ll always be investing the right way.

2. Get matched with your perfect portfolio
Choose whether you want active management of your investments, or a more passive approach with fixed allocation, and then choose a product (e.g. an ISA). Your investor profile is matched to a globally diversified, good-to-go portfolio. Each portfolio contains a broad mix of handpicked, cost-efficient ETFs, each chosen to meet our high standards of quality and reliability.
You’ll see a recommended portfolio matched to you, along with several options, so you can decide if you want a little more or a little less exposure to volatility – and optimise your potential for growth. Now, you're ready to invest and your portfolio is ready to perform.

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3. Expert at your side
Once you fund your portfolio, your money is put to work. Whichever management style you choose, our smart tech manages the whole investment process on your behalf.  Under the day-to-day direction of your Chief Investment Officer, Aviatorbit investment committee makes strategic adjustments to your portfolio.
Fixed allocation portfolios benefit from one rebalance per year, while If you enjoy active management you, benefit from regular rebalancing of your portfolio, allowing you to capitalise on market opportunities while staying in your comfort zone.

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4. A dedicated consultant on hand We know you want to reach your investment goals and enjoy getting there at the same time. To make sure you do, you have a Aviatorbit investment consultant ready to chat whenever you are, because while you can do everything you’ll need online , sometimes it’s just better to speak to someone.
Reach out by phone, on our website. Get support on your investment journey and ask questions, whether it’s about your portfolio, the wider market, or building out your investment plan.

What Is an Investment Plan?

Aviatorbit Investments 8 April, 2016 An investment plan is a set of investing goals and a plan to meet them. Many individuals hesitate to start investing because they are unfamiliar with the process. Some investors lose money from entering the market without a strategy. Investment plans inform peoples’ decisions and improve the chances of satisfactory returns.

Why Is an Investment Plan Important?

Strategies allow investors to consider all the variables. This way, the investor can gauge the amount of capital they can invest while still meeting their other financial obligations. Additionally, investment plans recognize and weigh any risks. An investor with a plan will look at every corner of the market to decide which asset types are suitable for their situation.
Investment strategies help investors commit to a plan. Unprepared investors may withdraw from their assets when the market becomes volatile. Planning gives investors the structure they need to remain confident through the market’s fluctuations.

Planning Gives Investors Structure How Do You Make an Investment Plan?

Any individual can make an investment plan easily with the aid of an experienced advisor. The strategies that see excellent results follow some of these steps:

- Assess your current financial situation: Consider your earnings, savings, other assets you own, and taxes you must pay before investing capital. Many investments, especially long-term investments, require a large sum upfront.

- Consider your risk tolerance: New investors may have a higher risk tolerance because there is more time to recoup losses, whereas an investor who has built a portfolio over a long period may be less risk-tolerant.

- Set time-based goals: Knowing your financial situation and risk tolerance, establish the outcomes you’d like to see and when you’d like to see them. Having a time-based plan can improve your decision-making during the investment period.

- Choose your investment: Look at all available investment types — including stocks, mutual funds, real estate, and others — to determine which matches your financial situation, risk tolerance, and goals. A financial advisor can help you understand your options.

- Monitor your investment progress: After investing, track progress over time and adjust as necessary. Long-term investments require less active attention than short-term investments.

- Investment Planning With Aviatorbit Group Aviatorbit advisors collaborate with investors to develop and carry out well-structured plans. We can help you invest with confidence. Get in touch to discuss your financial needs and goals.