iPhone Screenshots


Need help saving? FirstStep helps you automatically save and invest your loose change.

- Open an account in minutes
- Set a goal and track your progress
- A professional investment account
- Build a personalised and invest in Tech, Ethical, Asia and Health trends
- Automatically invest loose change from everyday purchases
- Set recurring deposits as low as $5
- Check your account value from anywhere in the world
- Withdraw to your bank account at any time
- Automatic spend categorisation (Beta)
- Timely investment notifications
- Fast and friendly support via chat
- Tips and tricks to help you become a pro with money

- through a safe and secure platform
- 256-bit encryption to keep your information safe and secure
- automatic portfolio rebalancing
- automatic dividend re-investment
- diversified portfolio across hundreds of Australian and international companies, corporate and government bonds

- The Sydney Morning Herald
- The Age
- Startupsmart
- Startup Daily

Cheap as chips! FirstStep costs $1.25 per month if your investment account is less then $5,500. After $5,500 it switches to 0.275% per year. At a balance of $5,500, that's $15 per year... almost 1 month of Netflix or about 3 coffees.

This app is operated by FirstStep Investments Australia Pty Ltd (ACN 612 834 947) - Authorised Representative of AFSL 239180. OneVue RE Services Limited is the responsible entitiy of the FirstStep Fund (ARSN 616 173 865) and is owned by OneVue Holdings Limited which has a deep technology background, and which is listed on the Australian Stock Exchange (ASX code OVH). FirstStep Investments Australia Pty Ltd is a corporate authorised representative of Primestock Securities Ltd which has Australian business number 67 089 676 068 and holds Australian financial service licence 239 180. Australian Executor Trustees is the independent custodian and holds your investments so they are safe. For more than 130 years, they have been helping Australians build, manage, protect and transfer their wealth to give them peace of mind about their financial future.

FirstStep is licensed to operate in Australia and only Australian citizens and residents can purchase or sell securities through its application. FirstStep is owned and operated by FirstStep Investments Australia Pty Ltd (ACN 612 834 947) — Authorised Representative of Primestock Securities Ltd, AFSL 239180. Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the FirstStep Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
This information has been prepared by FirstStep Investments Australia Pty Ltd, to provide you with general information only. In preparing this content, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither FirstStep Investments Australia Pty Ltd, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.

What's New

Version 1.6.2

We fix a couple of bugs in this build.

Let us know if you find any bugs or need to contact us: hello@firststep.co

Ratings and Reviews

4.4 out of 5

5 Ratings

5 Ratings

I’ve saved $3k in 3 Months

Will Egan

This app actually works. I’ve managed to save $3k in the past three months. Highly recommend it.

Re Clunky


FYI, the iPad can be purchased with a cellular SIM card, as well as WiFi.
The iOS accepts all iPhone, iPad and iPod apps (some with limited capability)like FirstStep. Accept that you designed the app to suit iPhone, but why exclude the iPad? The application works, but is clunky. Six Park and Raize may suit other investors.
I don’t have an iPhone! Welcome to the Apple system.

Great way to get started

Gigio 70

This app is impressively quick to get started and easy to use. A great way to start investing or to add some diversification.


59.4 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.
Age Rating
Rated 4+
© 2017 FirstStep Financial Technologies Pty Ltd


  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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