Plan to progessively build an investment portfolio using gearing.
Instalment Plus
See how you can use Instalment Plus.
- Plan to regularly invest some of your savings or income.
- Regularly borrow to invest.
- Progressively build your managed funds investment portfolio.
Explore Instalment Plus
Instalment Plus combines two investment strategies: borrowing to invest, and regular investing; this combination may help you reach your medium to long-term financial goals. Instalment Plus is a way for you to make regular contributions using your own contributions as well as drawdowns on the loan in order to progressively build an investment portfolio.
You only need $1,000 as your own initial contribution with a minimum loan drawdown of $2,000 to get started. You can then contribute as little as $250 per month and borrow $250 per month. This means you add a minimum $500 per month to your investment portfolio.
This feature is available to use with:
Apply for Instalment Plus
New Customers
New customers may apply for Instalment Plus as part of their margin loan application.
Existing Customers
Existing customers may add Instalment Plus to their margin loan using the application form below or apply here.
Helpful links
Get in touch
Phone
1300 307 807
+61 2 8282 8282 (If calling from overseas)
8:30am - 5:30pm AEST/AEDT
Monday - Friday
Online
Send us an online enquiry or email customerservice@leveraged.com.au
GPO Box 5388,
Sydney, NSW, 2001
Things you should know
Gearing involves risk. It can magnify your returns; however, it may also magnify your losses.
The Leveraged Equities Margin Loan and Investment Funds Multiplier are issued by Leveraged Equities Limited (ABN 26 051 629 282, AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178, AFSL 237879). The information on this website contains general advice only and does not take into account your personal objectives, financial situation or needs. This information does not constitute financial or tax advice. We recommend that you obtain your own independent professional and tax advice on the risks and suitability of this type of investment and to determine whether your interest costs will in fact be fully deductible in the current financial year in your particular circumstance. Terms, conditions, fees, charges and normal lending criteria apply.
Please consider your personal circumstances, consult a professional financial adviser and read the Product Disclosure Statement and Incorporated Statements (together, the 'PDS') and Product Guide, together with the terms and conditions applying to the product or service, before making an investment decision. To obtain a copy of the PDS and relevant information please call 1300 307 807, visit the individual product pages on this website, or contact your financial adviser. Not available for a self-managed superannuation fund.
