Reasons to use the WF Investment Service

10 Reasons to use The Wealth Focus Investment & Reporting Service

• We are 100% independently owned, and are not employed, or controlled by a large financial institution.
• The best range of savings of any Australian investment broker - initial savings of up to 5% initial savings.
• Our Price Promise ensures that you will always have the best deal.
• No extra charge to hold any fund within the reporting service.
• No charge to transfer in any funds you already hold.
• Investment choice - We offer any Australian fund currently available through planners in Australia.
• Speak to an expert - if you have a query about your funds you can speak to an expert for free. Their job is not to baffle you with jargon and if you need financial advice they can put you in touch with an adviser.
• Free investment newsletter - we have some of the best investment minds in Australia working at Wealth Focus to help you improve the performance of your portfolio.
• Following the progress of your investments is easy - you can register for our free online service and see the valuations 24 hours a day, 7 days a week*
• Our enhanced tax reporting means that you will receive one consolidated tax report for all your holdings twice a year, showing any income you need to declare on your tax returns.
• And one extra for good measure - Avoid having to login to all your accounts to view the value of your investments. Access the value and capital gains on all your holdings within one place