Hudson Invest

Hudson Invest is an innovative, low-cost online investment platform developed by Hudson Financial Planning. It was created to allow Australians to start investing immediately, without the need for a full financial advice process. Recognising that while digital tools have fuelled the DIY finance boom, guidance remains essential to avoid costly mistakes, Hudson Invest positions itself as the “smart middle ground”.

Most investment options in Australia either require clients to undergo a lengthy, expensive advice process or leave them entirely on their own with a DIY trading platform. Hudson Invest is designed specifically to bridge this gap.

Core Value Proposition and Audience
Hudson Invest offers a blend of features designed to appeal to the confident, independent-minded investor:
• Low cost
• High-growth potential
• Professional oversight
• Flexible engagement

The platform is built for today’s investor, catering particularly to people in their 20s, 30s and 40s who are comfortable using online platforms and AI tools. It appeals to DIY investors who seek guidance without continuous hand-holding.

How the Platform Works
The process for using Hudson Invest is streamlined for efficiency:

1. Choose Your Portfolio: Select from pre-built ETF portfolios professionally managed by Hudson’s investment committee.

2. Skip Full Advice: A formal Statement of Advice (SOA) is not required unless specifically requested.

3. Invest Instantly: Funds are deployed immediately into a diversified mix of ETFs tailored for long-term growth.

4. Professional Oversight: Portfolios are actively monitored, reviewed and rebalanced by Hudson’s investment committee to ensure clients are not flying blind.

Investors benefit from transparent, low-cost fees, a fraction of traditional advice costs. Clients remain in control with access to reporting, balances and the ability to manage withdrawals and additions.

Exposure to High-Growth Sectors
A defining feature of Hudson Invest is its diversified exposure to megatrends and high-growth sectors. These include:
• Uranium (via ETFs like ATOM, which delivered over 100% growth in the past year)
• Artificial Intelligence and Biotech
• Digital assets such as Bitcoin
• Hydro energy, ETHI and impact investing
• Global and Australian equities

While these portfolios include exposure to high-growth areas and are more volatile than conservative options, ETFs provide diversification across sectors and securities, reducing single-stock risk. The portfolios are designed with long-term horizons in mind. (Note: the platform currently does not offer conservative or moderately conservative options.)

Unique Add-On Services
For those needing occasional validation or documentation, Hudson Invest provides flexible add-on services:
• Optional Digital SOA: Available for investors under 40 at a reduced cost.
• AI Plan Validation: Hourly adviser reviews to check the technical accuracy of financial plans generated by AI tools such as ChatGPT.

A real-world example highlights this flexibility. Tom, 34, used Hudson’s pay-per-hour review service to validate an investment strategy he created using ChatGPT before immediately deploying his funds into a professionally managed ETF portfolio through Hudson Invest.

Ultimately, Hudson Invest is ideal for those wanting low-cost access to professionally managed portfolios, exposure to key growth sectors and oversight without paying thousands in upfront advice fees. Juanita Wrenn, Managing Director of Hudson Financial Planning, leads the company with a mission to make quality advice and investing accessible for all Australians.

Disclaimer:
The return quoted for ATOM reflects a short-term snapshot over the past 12 months and may not be indicative of future performance. Investment returns can fluctuate, and past performance is not a reliable guide to future results.