Portfolio Healthcheck - Benefits to you

Follow the progress of your investment from your computer

Our portfolio healthcheck and investment commentary service covering Australia's top 100 funds. We shall be reviewing each fund again over the next few months, ensuring that our portfolio healthcheck service remains up to date with changes in the management and the relative strengths of your investment funds. By completing the portfolio healthcheck form for any investments purchased through another broker you can include these in our annual portfolio investment commentary service.

View all your existing funds, gains, losses and provisional tax reporting from just one source

As part of this service your existing holdings automatically become part of The Wealth Focus Investment Service. Once held within The WF Investment Service you will receive an annual statement of your holdings, gains, losses, income received and a provisional tax report, allowing you to spend more time managing your portfolio and increasing your returns.

Investors holding in excess of $50,000* in managed funds will also be able to view valuations and provisional tax reports of their entire portfolio online, day or night.

Everything to gain, nothing to lose

If your existing investment broker is not keeping you up to date or supplying you with good comment on your managed funds, register your investments with our portfolio healthcheck and receive our views. There are no costs and no changes to your holdings (except that you appoint us as your broker), so you’ve nothing to lose.

How to continue

Download the Portfolio Healthcheck Form and fax and/or post this to us at

Address: Wealth Focus Pty Ltd
Reply Paid 760
Manly
NSW 1655

Fax: 1300 55 98 70