Read about our satisfied customer experiences

Investment Strategists

We incorporated Instead into Investment Strategists from it’s launch. We have come to depend on Instead as an integral tool in our business.  We have built our processes and client service offering around the capabilities of this innovative system

Since we embedded Instead into our business we have been in a position to transition to a paperless office.  More importantly, such are the dependable and efficient mechanics of Instead that we have the confidence to provide our clients on-line access into Instead allowing them to view their documents at any time anywhere in the world.  Such documents include:

  • Dividend Statements
  • Holding Statements
  •  Statements of Advice
  • Insurance Policy Documents
  • Self Managed Super Fund Binding Death Nominations

Recently, we upgraded our service offering to allow clients to store their non-financial documents in the Investment Strategists Reserve.  The clients can electronically store and access their wills, Powers of Attorney, titles, and other important documents in their personal reserve.  Many clients have utilized the Reserve to store their travel documents, such as copies of passports, travel insurance and flight itineraries.   If the need arises whilst they are overseas, they can access these documents on line via our website at any time.  We have received very positive feedback from our clients  who find the entire suite of documents they can access very useful.

Our alliance with the management of Instead is a valuable relationship.  Investment Strategists and its clients have been and continue to be the benefactors of the investment the Instead management has made in this system. We have full confidence in recommending Instead to any organization that requires a dependable and innovative solution to their business needs

The Investment Strategists Team