How the Portfolio Healthcheck Service works

Regain control of your investments

Weak investment funds identified

Tell us about the investment funds you hold and we will prepare a valuation and breakdown of the funds held. We shall show how your portfolio breaks down by sector, pointing out any funds that we feel are weak and require your attention. Even a small underperformance can really reduce the value of your portfolio over the long term. Just 2% underperformance could cost you $10,148 on a $30,000 portfolio over 10 years.

Save money on fees

Since you’ll become a member of The WF Investment Service our automatic rebates of the initial entry fees on managed funds you already hold, ensures you save money, putting more money in your pocket.

Who is this service for?

We believe that no other investment broker offers such a detailed reporting service, however if you are happy with the service of your existing financial planner then this is probably not for you. Our service ensures that if you hold managed funds within your portfolio, you remain informed about the performance and prospects of your investments. This ensures you are in an excellent position to assess your portfolio yourself, but it is not personal advice.