Richard Dahl
Richard Dahl

Principal Financial Adviser & Investment Committee Chairman


Talk to us about Investment portfolios today

Rev Invest delivers positive returns

Since FMD Financial’s online investment platform, Rev Invest, launched in November 2022, we’ve welcomed a raft of new investors looking to benefit from the low-cost convenience of online investing, backed by the expertise of the FMD Investment Committee.

With five distinct investment portfolios, there’s a product designed to align with the personal goals of most investors. Rev Invest is ideal for people looking to get started with investing and is a great way to accelerate that all-important first home deposit.

We’ve also had investors looking to finance travel or build wealth while renting, as well as those looking for a way to invest inheritances or other windfalls.

Many of our existing advice clients have welcomed the opportunity to introduce the principles of investing to their kids or grandkids, by opening an account on their behalf and watching their balance grow over time.

Performance off to a strong start

In a volatile period for global investment markets, Rev Invest portfolio returns since inception, demonstrate the value of being invested in high quality Exchange Traded Funds (ETF’s) managed by a proven investment team, at a low entry cost.

The majority of Rev Invest portfolios have delivered returns above 5%, while the global leaders portfolio benefited from the stellar run of the tech giants on the back of rapid AI deployment, delivering impressive returns over 12%.

While we’re positive about the initial portfolio performance, we know time in market remains the biggest predictor of investment success and those who stay invested are likely to continue to build sustainable wealth over the medium-long term.

Below is a summary of performance for each Rev Invest portfolio as at July 2023.

You can see a full summary table of how each portfolio is constructed, what type of investor it is designed for and the optimal time to stay invested at

If you haven’t has a chance to open an account with Rev Invest yet, but you’ve been thinking about it, or you know a friend or family member looking for better investment returns outside of superannuation, visit to find out more, or open an account in 3 easy steps.

General advice disclaimer: This article has been prepared by FMD Financial and is intended to be a general overview of the subject matter. The information in this article is not intended to be comprehensive and should not be relied upon as such. In preparing this article we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this article to particular circumstances. FMD Financial, its officers and employees will not be liable for any loss or damage sustained by any person acting in reliance on the information contained on this article. FMD Group Pty Ltd ABN 99 103 115 591 trading as FMD Financial is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977. The FMD advisers are Authorised Representatives of FMD Advisory Services Pty Ltd AFSL 232977. Rev Invest Pty Ltd is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977.