Trail Rebate Service - Wine Pack Offer
Two of the most important factors in producing the best returns on your portfolio are performance and fees.
Whilst you can’t improve the overall performance of your investments by simply switching brokers, you can guarantee that you will reduce your fees leading to increased returns.
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How much can you save with Wealth Focus?
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Note: Trailing commissions have been calculated at an average of 0.5%pa. Only applicable to those participating fund managers who pay a trailing.ongoing commission to Wealth Focus.
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Benefit from trail commissions in excess of $400 pa
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With over 16 providers on our list of participating managers*, our trail rebate program means that in addition to paying no entry fees, you will now benefit from trail payments in excess of $400 pa, redirecting more money into YOUR pocket.
Even if you originally invested directly with the fund manager, the vast majority of managed funds have an in-built trail commission. Our rebate service now allows you to benefit and reduce your overall fees further.
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Free wine pack before the end of June*
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As simple as our trail rebate program is, we recognise that it still means taking time out of your day to sit down and fill in our trail rebate form. In appreciation of your participation before the end of June, investors switching to Wealth Focus will also benefit from 2 bottles of Penfolds’ prestigious Bin range (2008 Bin 51 Eden Valley Riesling & 2007 Bin 138 Old Vine Grenache Shiraz Mouvedre). |
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Your investments are not affected |
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One of the main concerns investors have when considering our service is whether appointing us as their broker affects their investments or the relationship they have with their investment provider.
By nominating Wealth Focus as your current fund broker, the service you receive from your investment manager does not change or alter your investments in any way. You will continue to receive the same correspondence and maintain your relationship with your investment provider. Only the appointed adviser changes, allowing you to now participate in the ongoing adviser fees. |
Just complete and fax our trail rebate form or call us on 1300 55 98 69
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Investment Notes |
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| Funds Focus is issued under general advice only and is not personal advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance should not be seen as an indication of future performance. Exchange rate fluctuations may have an adverse effect on the value of non- Australian funds and shares. Tax benefits and the value of these to you can change at any time and are based on the rate of tax you pay and our current understanding. The savings referred are correct as of 31/03/10. |
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