How does The Wealth Focus Investment Service work?

How does The Wealth Focus Investment Service work?

If you are happy to make your own investment decisions we believe that there is no better way to hold your managed funds, Wraps, unit trusts, shares and superannuation.

If you have acquired investments piecemeal over the years, the chances are you now receive statements and valuations as well as a host of other paperwork at various points throughout the year. Keeping track of your investments, capital gains and income received can become a real headache. With one valuation for all your holdings, The WF Investment Service makes it easier for you to retain control.

We understand that service and cost are equally important to you and as a result we have developed The WF Investment Service with the aim of providing better service and lower prices.

We provide access to investments and information to help you choose Like traditional IFAs and discount brokers, we help you choose and buy investments. Our "Funds Focus" investment newsletter ensures that you are kept informed throughout the year of new opportunities, investment and tax reduction strategies.

Our efficiency allows us to provide you with discounts whilst ensuring you are kept informed throughout the year, allowing you to decide.

Investment reporting across all your investments from one provider

Our research showed that 79% of DIY investors think a consolidated reporting service would be useful in managing their investments with over half saying they would be prepared to pay a fee for such a service.

As a result of listening to what our investors want, we have joined up with a 3rd party reporting service to offer a free annual consolidated investment and provisional tax report service highlighting the current value of your investments held as well as the capital gains and income received.

View your investment valuations, income, gains and losses online at any time

Our service also extends to providing investors with an online login, providing information at your finger tips 24 hours a day 7 days a week. (The online service is free to members with over $50k in trail producing managed funds. Members with less than $50k in managed funds are able to access this enhanced service at a fee of $200pa).

In this respect, our reporting service is like a Wrap or Master Trust with a much larger range of managed funds and investments, just without the additional fees. You maintain your relationship with your investment providers in the way you always have done, but enhance the service you receive. (Your current logins and reports you currently receive direct from your investment provider will continue, The WF Investment Service is an enhancement to your relationship, not a replacement).

This reduces the duplication of effort on your behalf in having to sit on the phone for hours on end to call centres, or sieving through the numerous valuations and statements and means there are fewer gaps for things to fall through.

Like a Wrap, this service means you can bring funds from different managers under one roof for greater choice, control and convenience. There are no changes to your holdings - your funds remain the same, the managers remain the same, only your charges and statements are enhanced.

The WF Investment Service gives us efficiencies in looking after our clients, enabling us to pass on cost savings to you where possible in the form of initial discounts.

If you don’t want advice then why pay the fees

If you buy your investments through a financial planner giving personal advice, there’s a lot of effort on the planner’s behalf in providing you with personal advice and documenting the process, taking up more of your time and money. Many investment providers offer direct dealing but at the same cost as though you had dealt through a planner. Dealing with WF not only means there is less paperwork, less duplication of effort and fewer places for things to go wrong, but lower costs too.

 

 

Our risk profiler and investment strategies help you structure your investment portfolio

Our risk profiler and suggested asset allocations help you build and structure your own investment portfolio. For clients who do not want to choose all their own investments, we provide a range of multi-manager portfolios to fit in with your risk profile. For the last 10 years our founders have been researching funds and providing information to private investors. These Multi-manager portfolios services build upon this knowledge. We choose what we believe are some of the finest fund managers and package them up for you. Making the investment decision a 3 step process:

1. Risk profiling
2. Asset allocation
3. Choosing your investment portfolio