Tailored Investment Plans
Choose from our range of professionally managed investment strategies designed to meet your unique financial goals and risk tolerance.
Conservative Growth
Capital preservation with stable returns
- Capital preservation focus
- Fixed income securities
- Government bonds allocation
- Quarterly rebalancing
- Monthly performance reports
Balanced Portfolio
Balanced growth and stability
- Diversified asset allocation
- Equity and fixed income mix
- International exposure
- Monthly rebalancing
- Dedicated relationship manager
Growth Strategy
Higher returns with managed risk
- Equity-focused allocation
- Global market access
- Alternative investments
- Active management
- Tax optimization strategies
Aggressive Growth
Maximum growth potential
- Maximum growth potential
- Emerging markets exposure
- Private equity access
- Hedge fund strategies
- Dedicated investment team
Plan Comparison
Compare our investment plans side by side
| Feature | Conservative Growth | Balanced Portfolio | Growth Strategy | Aggressive Growth | Premium Family Office |
|---|---|---|---|---|---|
| Minimum Investment | $50,000.00 | $100,000.00 | $250,000.00 | $500,000.00 | $2,000,000.00 |
| Expected Return | 4.00-6.00% p.a. | 6.00-9.00% p.a. | 9.00-14.00% p.a. | 12.00-20.00% p.a. | 10.00-18.00% p.a. |
| Risk Level | Low Risk | Medium Risk | Medium-High Risk | High Risk | Customized |
| Investment Term | 12-36 months | 24-60 months | 36-84 months | 48-120 months | Flexible |
| Management Fee | 0.75% p.a. | 1.00% p.a. | 1.25% p.a. | 1.50% p.a. | 1.00% p.a. |
| Setup Fee | $500.00 | $750.00 | $1,000.00 | $1,500.00 | $2,500.00 |
| Dedicated Manager | |||||
| Tax Optimization | |||||
| 24/7 Support | |||||
| Open Account | Open Account | Open Account | Open Account | Open Account |
Investment Process
Our streamlined process makes it easy to start investing with Virex Wealth Management.
Frequently Asked Questions
What is the minimum investment amount?
Our minimum investment varies by plan, starting from $50,000 for the Conservative Growth plan up to $2,000,000 for the Premium Family Office plan.
How are returns calculated?
Returns are calculated based on the performance of the underlying investments in your portfolio. Expected returns are indicative and based on historical performance and market conditions.
Can I withdraw my investment early?
Yes, you can request a withdrawal at any time. However, early withdrawals may be subject to fees and may impact your returns. Please consult with your relationship manager for details.
How is my investment protected?
Your investments are held with leading custodians and are segregated from our company assets. We are fully regulated by ASIC and maintain comprehensive insurance coverage.
Ready to Start Investing?
Our team of experts is ready to help you choose the right investment plan for your financial goals.