Notice of updates

We’ve updated our Financial Services Guide (FSG), effective 18 November 2025. By continuing to use our services after this date, you accept the revised terms.

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PersonalIncome

Build a reliable income portfolio to fund your lifestyle

Discover the tools you need to successfully build wealth and create a reliable dividend income to fund your lifestyle.
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Experience the leading solution for Australian investors looking to build and maintain a reliable income portfolio with sustainable dividends that can fund their retirement.

Find better opportunities

Access powerful idea generation tools designed to help identify better opportunities for your portfolio.

Keep on top of your investments

Track your performance across multiple portfolios including capital gains, dividends, and foreign exchange.

Hassle-free tax reporting

Receive automated statements that summarises all tax-related transactions over the relevant reporting period.

Key features

Powerful tools designed for Income Investors

Explore our suite of features designed to help you save time, find better opportunities, and make better decisions for your portfolio.

Expert Research Team

Our portfolios are hand-selected by our expert investment committee with more than 50 years combined experience in global equity markets.

Ongoing Monitoring

Each portfolio is monitored daily and a comprehensive review takes place every three months. Investors are notified of any recommended portfolio changes.

Greater Control

As beneficial owner of the shares you know exactly what you are invested in, and can take an active approach to trade size and timing.

Curated Auto-investment Strategies

Build or select predefined model portfolios for clients to invest in, creating ready-to-invest, scalable investment strategies.

Going beyond the curve.

Feature rich

At HALO, we understand the importance of comprehensive investment tools. We offer a robust suite of research, management, and investment features designed to cater for every need.

Safe & secure

Your investment security is our top priority. Your assets are held in trusted custody by one of the world's largest and most reputable brokers. This ensures your holdings are protected under industry-leading security protocols.

Next level support

Customer support at HALO isn't just a department; it's a commitment. Our friendly customer success team are standing by to support you by phone, email, and live chat.
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See beyond the curve.

One solution for research, investing and portfolio management.
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