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Goal Based Thematic Investing

You are at the right place if you want to:

  • Retire rich and comfortable
  • Pay for your children's overseas education
  • Buy a car or property
  • Migrate overseas

Your investments should be based on your circumstances

We offer a personalised approach so that your investments are consistent with your financial goals and values.

Don’t limit yourself to just one region or asset class

Your portfolio is not achieving its full potential unless you consider all available investments. We let you invest in over 400 ETFs across a wide range of asset classes, like gold, equities, bonds and private equity.
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ETFs

With Crea8

01.

Your plan adapts to the market conditions and your personal circumstances

Whether it is market movements or changes in your lifestyle, your plan will adapt accordingly.

02.

Your plan is rebalanced regularly and monitored automatically, or we will remind you to do so

So, you can sit back and relax, knowing that your plan is aligned with your goals.

03.

There are no biases involved

Emotions can scupper one’s investments. We remove this obstacle with smart algorithms that optimise and personalise your portfolio.

How is your portfolio constructed?

  • Provide your goals, risk preferences, legacy plans and time horizon.
  • Then, select from various investment themes compirisng ETFs (e.g. Inflation Hedging, Sustainability or ESG etc.)
  • Finally, we optimise your portfolio using the Markowitz's Nobel prize winning approach.
Find out more here.

What if you outlive your retirement pot?

We know this risk exists so you won’t be a pauper. Find out more here.

Didn't find what you were looking for? Check out

Factor Based Thematic Investing

Sustainable and Responsible Investing (SRI)