What is The Wealth Focus Investment Service
We have developed The WF Investment Service to offer you the best way to manage your listed/unlisted managed funds, unit trusts, shares and superannuation.
We researched and listened to what DIY Investment clients wanted and provided it. The array of features and advantages now lead us to believe that The WF Investment Service is Australia’s premier DIY Investor Service.
Investment choice. You can invest in managed funds, Australian equities, Listed Investment Companies, Agribusiness and CMTs.
Provisional Tax reporting. Our enhanced reporting service allows you to register existing investments and receive ongoing tax statements, highlighting gains and income received over the course of the year.
*Our enhanced service for share trading allows you to receive historical reporting on your ongoing share transactions.
Nominate us as your broker and save on the initial charge for top ups or fund switches (we rebate up to 100% of the initial charge on existing investments)
Our Price Promise ensures you get the best deal on new investments - save up to 5% on new fund investments.
Low cost share dealing from only $28.95 per trade.
You can also register for our online service† and view up to date valuations for your holdings and place dealing instructions via our website, 24 hours a day, 7 days a week.
Comprehensive research and investment ideas. Online factsheets, investment guides, fund manager interviews and the Funds Focus investment magazine is all you need to make the most of the investments out there.
Our helpdesk are here in our offices to answer your questions, explain our services and help you make the most of The WF Investment Service.
Managing your portfolio is easy. Holding all your investments in The WF Investment Service means you can access your transaction history from just one place, making it easier to track your investments, gains and income with just one consolidated report.
We do the paperwork for you. So you can focus on the most important thing - ensuring your portfolio delivers the best possible returns.
Each year we shall also send you a provisional consolidated tax schedule, showing any income and capital gains you need to declare which allows you to simply complete your tax return.
View all your investments at a glance
However by far and away the biggest advantage, in our opinion, is the ability to see at a glance where you are invested on a single valuation - where you are invested, what your investments are worth, which are performing and which are not.
Our superior reporting service allows us to capture the economies of scale and pass on higher and initial savings.
Master Trusts and Wrap platforms have typically focused on servicing financial planners rather than keeping investors informed, meaning they are reliant upon financial planners to keep you informed and forcing planners to dial up higher commissions. Our superior reporting service allows us to capture the economies of scale and pass on higher initial and annual savings. By dealing with you directly and cutting out the middle-man, we ensure that we get the best deal for you.
This means more of your money working for you.
