- 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
Apply now for your free investment report
Download the Portfolio Healthcheck form
Download the Portfolio Healthcheck form above, complete it and return it to:
Wealth Focus Pty Ltd
Reply Paid 760
Manly
NSW 1655
or fax on 1300 55 98 70
Sample Healthcheck
Simple and easy to complete
The form really is simple and easy to complete. All you need to do is list any holdings you have (listed/unlisted managed funds, unit trusts, wraps and master trusts) and then sign it. This instructs your fund manager to give us all the necessary up-to-date information and tells them to provide us with information as your nominated broker
