Since 2010, Refinance ventures has provided asset management and financial planning services to families, individuals, institutions, and businesses. Clients choose Refinance ventures for its integrity, consistency, and proven record of success in the financial industry. It is our objective to provide professionals and experts provide an unparalleled level of quality advice to every one of our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations.
Through tailored portfolio management, we help highnet-worth individuals and institutions around the world reach their long-term financial goals. As a client of Refinance ventures, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Our strategies and plans are tailored to your financial needs. In addition, we can help with financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security benefits. Beyond investing and financial planning, we want to help make you a more comfortable, disciplined, and informed investor. That’s why we will help you understand what’s going on in your account.
Why Refinance ventures
OUR MISSION
To carry out all our business operations with integrity and courtesy while ensuring maximum client satisfaction. We strive to offer and deliver the best investment services, offerings, and packages to our esteemed clients.
OUR VISION
The pillars of our investment approach is first, we identify investment opportunities arising from market inefficiencies, carry out detailed research, tailor portfolios appropriately and undertake thorough risk management
OUR PHILOSOPHY
Our goal is excellence in investing. To us, this means achieving attractive returns without commensurate risk, an imbalance which can only be achieved in markets that are not "efficient." Although we strive for superior returns, our first priority is that our actions produce consistency, protection of capital, and superior performance in bad times.
Tailored Investment Approach
We would help you meet your longer-term goals with a tailored investment strategy that’s specifically designed for you because we believe an informed investor is a better investor and a happier client.
Retirement Planning
Whether or not your retirement is comfortable depends on first identifying your individual retirement goals and then finding the proper balance of investments to accomplish your goals. We can help you figure out how.
BLOCKCHAIN INTEROPERABILITY
Offers interoperability between different blockchains hence supporting different project tokens and nfts(in future) and their conversion.
SIPC Protected Accounts
Every Refinance ventures account is protected up to $500,000.
SSL Encryption
Our website and app are secured with 256-bit encryption and blockchain nodes.
Diversified Portfolio
Our Investment Ideology We believe a top-down investment approach— one that selects assets based on higher-level analysis before security selection—is a key factor to our investing success
What We Invest In
Refinance ventures makes it possible for you to achieve your financial purpose which makes it possible for you to live the lifestyle you've always craved for.
Minimum Investment: $300
Maximum Investment: $4,999
Profit Percentage: 17.5% in 7 days.
Daily Profit: 2.5%
Capital Return On Maturity
10% Commission
24/7 Support
Strategy:NeutralVolatility: High
Portfolio allocation to a pool of curated, hand-picked crypto assets, with high growth potential of already large crypto assets such as bitcoin. Strengths are its diversity, high potential and transparency.The actively managed portfolio is powered by advanced algorithms, including dynamic market fall detection, rebalancing and portfolio optimization.
Minimum Investment: $5,000
Maximum Investment: $29,999
Profit Percentage: 24.5% in 7 days.
Daily Profit: 3.5%
Capital Return On Maturity
10% Commission
24/7 Support
Strategy:NeutralVolatility: Low
Portfolio allocation to a small number of crypto assets that optimizes yield by automatically allocating assets to the highest yielding fixed income opportunities to deliver a high interest rate. It serves as an advanced alternative to a bank account and is part of the fastest growing sector in blockchain, Decentralized finance(DeFi). Strengths are its stability, solidity and very high potential.
Minimum Investment: $30,000
Maximum Investment: $49,999
Profit Percentage: 31.5% in 7 days.
Daily Profit: 4.5%
Capital Return On Maturity
10% Commission
24/7 Support
Strategy:NeutralVolatility: Low
Portfolio allocation to a small number of high capped stocks and commodities using a p/e ratio method that scans the potential in the market and returns a json_encoded piece of data that is converted to investment ideas and opportunities.
Minimum Investment: $50,000
Maximum Investment: $10,000,000
Profit percentage: 35% in 7 days.
Daily Profit: 5.5%
Capital Return On Maturity
10% Commission
24/7 Support
Strategy:DefensiveVolatility: Low
Portfolio allocation to a market cap weighed index of crypto, rebalanced on a daily basis, to ensure a long-term strategic allocation. This index follows the market and ensures a steady and diverse sprad of crypto. Strengths are its longevity, a hands-off approach and its defensive perspective on the crypto market.
Our Top Investors
Testimonials
Joseph Boardman
Artist"Choosing Refinance Ventures was the best decision we made for our financial future! Their team not only helped us secure a competitive rate but also provided invaluable advice on how to maximize our savings. Their dedication to client satisfaction and expertise in the industry set them apart. If you're considering refinancing, look no further than Refinance Ventures for a seamless and rewarding experience."
Engr Thoms Atlier
Chemical EngineerI can't thank Refinance Ventures enough for their exceptional service! From the initial consultation to the final signing, they were attentive, responsive, and always had our best interests at heart. Their personalized approach tailored to our financial goals made us feel confident in every decision. Without a doubt, Refinance Ventures is the go-to for anyone seeking to streamline their mortgage experience.
Veera Duncan
Architect"Refinance Ventures made the daunting process of refinancing our mortgage a breeze! Their team was incredibly knowledgeable, guiding us through every step with patience and clarity. Thanks to their expertise, we were able to secure a fantastic rate and save significantly on our monthly payments. Highly recommend their services to anyone looking to optimize their finances!.
Jim Crooker
Doctor"Refinance Ventures truly exceeded my expectations! Their team guided me through the entire process with professionalism and expertise. From explaining complex financial terms to finding the best refinancing options tailored to my needs, they were with me every step of the way. Thanks to Refinance Ventures, I now have a better mortgage rate and a clearer financial future. I highly recommend their services to anyone seeking to refinance with confidence!"
Services
Smart Portfolio
Smart Portlios seeks to manage risk at each step in the process from the selection of individual investments to the complete portfolio design.
Hedge Funds
Hedge fund is a private investment partnership and funds pool that uses varied and complex proprietary strategies and invests or trades in complex product, including listed and unlisted derivates.
Financial Advice and Asset Management
Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value.
Philanthropy
Refinance ventures offers charitable acts and other good works that help others and the society.
Alternative Investments
Alternative investments refer to investments made in assets classified as non-traditional investment vehicles. Alternative investments are available to seasoned and esteemed high-net-worth investors and private institutions that meet up certain criteria such as networth/ market valuation.
Frequently Asked Questions
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What does Refinance ventures being decentralized mean?
Refinance ventures offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks by using smart contracts on a blockchain. It's a system that removes the control banks, institutions and to a large extent, the govenment have on money, financial products, and financial services and runs on a digital/crypto currency payment system.
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Who owns Refinance ventures?
Refinance ventures being fully decentralized isn't claimed or owned by any individual or entity, but was an idea brought to live by a network of integrated blockchain validators and portfolio managers operating on smart contracts.
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What is a smart contract?
A smart contract is a computer program or a transaction protocol stored on the blockchain which is intended to automatically execute, control or document legally relevant events and actions according to the terms of a contract or an agreement. They typically are used to automate the execution of an agreement so that all participants can be immediately certain of the outcome, without any intermediary’s involvement or time loss. They can also automate a workflow, triggering the next action when conditions are met.
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How are portfolios funded and payments and trasanctions carried out?
Refinance ventures is a protocol backed by blockchain and runs on smart contracts, hence payments and transactions are carried out through cryptocurrencies such as bitcoin(btc), ethereum(eth), ripple(xrp), binance token(bnb) and stablecoins such as usdt and usdc.
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What cryptocurrencies are accepted:
Cryptocurrencies such as bitcoin, ethereum, ripple(xrp), binance token(bnb) and stable coins such as usdt or usdc.
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What is wealth management?
Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.
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How much do i need for wealth management?
While the minimum investment required varies from investment firm to investment firm,at Refinance ventures, portfolios with a minimum of $25k, have a personal wealth manager assigned to them. Wealth management is designed for clients whose financial situations warrant the personal attention of a financial professional but at Refinance ventures, every investor has access to contact a wealth manager for a free consultation.
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How can I protect my wealth?
There are a number of things one can do in an effort to protect wealth, such as retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient, or exploring the addition of fixed income investments to a portfolio.
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What are alternative investments?
Alternative investments are investments specifically meant for accredited investors who are wealthier than normal retail investors. Such investments are made in assets that do not fall under traditional asset classes, like individual stocks, bonds, etc. The lower market correlation makes these investments less volatile, and hence these turn out to be a hedge against inflation for investors. These non-conventional investments are classified as tangible (real estate, precious metals, commodities, etc.) and intangible (private equity, hedge funds, cryptocurrency, etc.).
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Why would someone need a wealth manager?
Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.
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Are ETFs alternative investments?
The exchange-traded funds or ETFs are investments that fall between alternative and traditional investments. It lets investors enjoy alternative investment opportunities while not facing any illiquidity issues. In addition, unlike other alt funds, ETFs are well-regulated and could be easily managed, sold, and converted to cash.
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What strategies can be used to reduce the taxes on investments?
Depending on your personal situation, there are a number of ways to potentially reduce or defer the taxes you pay on your investments. These can include finding ways to reduce or defer income, capital gains, and estate taxes. Strategies such as Roth IRA conversions, asset location, tax-loss harvesting, or revisiting your gifting and estate plans may help you grow your wealth and preserve your legacy.
Contact Us
Location:
LEVEL 2 6 MARTIN PLACE SYDNEY,
NEW SOUTH WALES, 2000 Australia
Email:
customercare@refinventures.com