Save on fees
- Entry Fee Rebate on Managed Funds
- Cash Back on Management Fees
- Everything to Gain, Nothing to Lose
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| Appoint Wealth Focus as your adviser and reduce the fees you pay on managed funds, superannuation, allocated pensions and margin loans |
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| Appoint Wealth Focus for existing investments and save |
| Following on from the success of our investment newsletter and our ongoing discount offers, the launch of our trail commission rebate program now allows investors to not only benefit from a 100% rebate of initial commissions on their managed funds, but also the opportunity to receive a significant rebate of the ongoing fees charged on their investments. |
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| Free wine pack* |
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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 (2009 Bin 51 Eden Valley Riesling & 2008 Bin 138 Old Vine Grenache Shiraz Mouvedre). |
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| Reduce your fees and improve your returns |
| The launch of our Trail Rebate Program now allows you to participate in the ongoing commissions automatically built into the fee structure of most managed funds, allowing you to reduce your fees and increase the value of your portfolio. |
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| How to proceed |
| Switching brokers is simple, just complete our trail rebate form and post or fax your details to our office in Manly. Your investments and relationship with your investment manager do not change, the only difference is that you will now receive an annual rebate and pay no entry fees on your investments. |
