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Trail Rebate Service - Wine Pack Offer

Penfolds Wine Pack

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.

 

How much can you save with Wealth Focus Trail Service
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.

Benefit from ongoing commissions in excess of $400 pa

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.

Free wine pack before the end of June*
Penfolds Free wine pack

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 (2009 Bin 51 Eden Valley Riesling & 2008 Bin 138 Old Vine Grenache Shiraz Mouvedre).

Your investments are not affected

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
Advance Asset Management, AMP Capital Investors, AMP Financial Services, Australian Ethical Investment, Australian Unity Funds Management, AXA National Mutual Funds Management, BlackRock Investment Management, BT Funds Management, Challenger Funds Management, Colonial First State Investments, Credit Suisse, Hunter Hall Investment Management, Onepath Funds Management Limited, Macquarie Investment Management, Man Investments (capital protected products), MLC Investments, Perpetual Investment Management
 

 

Contact Details P: 1300 55 98 69 | F: 1300 55 98 70
Office: Suite 7, 49-53 North Steyne, Manly NSW 2095 | Postal Address: PO Box 760, Manly, NSW 1655
Wealth Focus Pty Ltd ABN: 87 123 556 730 ( AFSL No: 314 872 )
� 2011 Wealth Focus Pty. Ltd. All rights reserved.