From goal to portfolio in a few simple steps.

Tell us what you're building toward, answer a few questions, and we'll help you get started with a portfolio that fits.

Step 1

Tell us what you want your money to do

Choose a specific goal — like building a house deposit, planning for retirement, or simply growing your wealth over time. No wrong answers.

What are you investing for?

First Home

Buy your dream home

Retirement

A more comfortable future

Grow My Wealth

No specific goal, just growth

Step 2

Help us understand how you invest

Answer a few questions about your timeline, experience, financial situation, and comfort with market ups and downs.

How would you feel if your portfolio dropped by 15%?

I'd stay invested

I understand the ups and downs

I'd invest more

I see it as a buying opportunity

I'd feel uncomfortable

I'd be worried but stay

Step 3

Get a portfolio matched to you

We'll recommend a diversified portfolio based on your answers, with a mix designed around your timeline and risk profile.

Your recommended Portfolio

Energy

Real Estate

Equities

Balanced Moderate Risk

A diversified mix designed for steady growth over time

Step 4

Invest, automate, and keep track

Add money when you're ready, automate future contributions, and follow your portfolio as it grows. Withdraw anytime.

Portfolio Value

All time

$14,280 +8.4%

1M 3M 6M 1Y ALL

What actually happens to your money

Your money is diversified across asset classes

We spread your investment across global energy, real estate, and equities to reduce risk and maximise growth potential.

You own real assets in real markets

Your portfolio isn't a simulation. You hold positions in actual institutional-grade funds managed by experts.

Withdraw anytime, it's your money

No surprise lock-ins. Need your capital? Request a withdrawal and receive your funds within 24-48 hours.

Your money is protected

GFAB & ISCC regulated. Your capital is secured by international financial frameworks with 256-bit SSL encryption.

Your investments are protected

Multiple layers of protection ensure your money is safe at every level.

GFAB & ISCC Regulated

Fully registered and regulated under international financial frameworks.

Global Compliance

Operating across 47 countries with full regulatory compliance.

256-bit SSL Encryption

Bank-grade encryption protects every transaction and data.

Official Regulatory Accreditation

Certificate of Authorized Agency

Clearvest Capital is accredited by the Global Financial Advisory Board (GFAB) and International Securities & Commodities Commission (ISCC) under Agency No: PGAMC/V-1031-28.

View Official Certificate

Clearvest Capital Certificate of Authorized Agency

Ready to start building wealth?

Join over 15,000 investors who trust Clearvest Capital.

Start Investing