FREE Managed Fund Portfolio Healthcheck & Monitoring
- Discover what your entire portfolio of managed funds, wraps and master trusts is worth
- See how you might improve the performance of your funds
- Save money on annual charges with our extensive fund rebates
- See an overview of where your entire portfolio is invested
- Understand the asset allocation of your portfolio, ensuring you have spread the risk of your investments to give you maximum returns with a minimum level of risk
- Request your Portfolio Healthcheck now
Discount Managed Fund Investments
Our managed fund investment section provides information on wraps, master trusts and investing directly in managed funds. With our Price Promise, you can be rest assured our latest managed fund investment offers are always going to give you the best all round deal.
Discount Insurance
Our offer with Zurich Ezicover ensures that you not only get low cost insurance, but get the 1st month for free.
Look at the cost of your current cover and you may find that you can get a large increase in cover for the same cost.
The Wealth Focus Investment Service
Investors acquiring investments over the years are likely to receive numerous statements, valuations and paperwork throughout the year. Keeping track of your investments, capital gains and income received can become a real headache. The WF Investment service aims to make it easier for you to retain control with an end of year provisional tax reporting and valuation statement.
About Funds Focus®
Funds Focus® is the investment newsletter of Wealth Focus Pty Ltd.
.jpg)
