- 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
Portfolio Healthcheck
FREE Portfolio Healthcheck & Fund Monitoring
- Discover what your entire portfolio of managed funds, wraps and master trusts is worth
- See how you might improve the performance of your investments
- Save money on annual charges with our extensive fund rebates
- See an overview of where your entire portfolio is invested
- Understand the asset allocation of your portfolio, ensuring you have spread the risk of your investments to give you maximum returns with a minimum level of risk
- Request your Portfolio Healthcheck now
What do you receive?
As well as providing free research on your holdings and a valuation automatic membership of The Wealth Focus Investment Service ensures you are kept up to date on new investment opportunities in the market and save on both your existing and new investments.
On $20,000 of new investments we can easily save you over $1,000 in upfront charges.
Sample Healthcheck
Please note this service is provided on a general advice basis. Wealth Focus will become the appointed broker for any fund that you list on your application form replacing any existing broker that you may have. Wealth Focus will receive any ongoing trail commission that continues to be paid. Please note that if you are happy with the service provided by your existing broker, then this service may not be appropriate for you.
