- Performance Reporting
- What is The WF Investment Service
- How does The Wealth Focus Investment Service work?
- Who does what?
- Using the service for existing holdings
- Reasons to use The WF Investment Service
- List of investments
- Apply Now
- Free Portfolio Healthcheck
- How the service works
- Benefits to you
- Request a free portfolio report
Using the service for
existing holdings 
Using the service for existing holdings
Bringing any managed funds, Wraps, Master Trusts, Insurance policies and shares you hold it into The Wealth Focus Investment Service is easy. Simply complete our broker nomination form, return it to us and we do the rest.
If you are happy with your current investments then you can use our enhanced reporting service with your investments as they are. This is where we become your nominated broker and we enhance your charges and the service you receive without any changes to what you’re invested in.
If you think it is time to make a change then you can request or download a PDS for your new investment and post this in to our office in Manly. Remember, we offer rebates on every fund that pays a commission, so even if we haven’t listed the fund within our recent research articles you will still benefit from our Investment Service.
