HOMELATEST OFFERS

Latest Featured Funds & Discount Investments

Please find below a list of our Latest Investment Offers. Many of these offers are for our featured funds and have an additional special offer for a limited period so please visit this page regularly for the latest additions or subscribe to the Funds Focus newsletter and special offers emails.

Managed Funds Fee Rebate Min Investment Expected Close
Perpetual Australian Geared Fund – Rebate Offer 4.0% (100%) $2,000 Ongoing
Wilson HTM Priority Growth Fund
An opportunity for investors to access one of the most successful Australian equity funds in recent years.
No Entry Fee $40,000 Ongoing
Prime Value Growth Fund
A boutique manager with a strong history and flexible investment mandate, aiming to provide strong investor returns from Australian Equities.
No Entry Fee $20,000 Ongoing
Colonial FirstChoice Geared Share Fund
A geared investment strategy leveraging returns from Australian equities
No Entry Fee $5,000 Ongoing
PIMCO Australian & Global Bond Funds
Two funds from the world's largest fixed income manager aiming to preserve capital and achieve returns from Australian or Global fixed interest
No Entry Fee $5,000 Ongoing
Crescent Wealth Islamic Investing No Entry Fee $50,000 Ongoing
Capital Protected & Structured Products Fee Rebate Min Investment Expected Close
All offers currently closed
Insurance Min. Premium Notes
QBE Travel Insurance – 30% discount N/A
My Protection Plan (Life, Trauma & Income Protection)
Wealth Focus is pleased to offer My Protection Plan, a low cost life, trauma and income protection policy in conjunction with Nobleoak Financial Services, a wholesale insurance provider.
N/A Additional discounts for professionals
Zurich Ezicover – Life & Income Protection 1st month’s premium free
Investment Platforms (wraps & master trusts) Initial Investment Number of funds
DDH Graham Bank of Queensland Money Market Account $5,000 22
Perpetual Wealth Focus Investment Advantage Rebate Offer
An investment platform with unique capital gains tax features you won’t find anywhere else.
$5,000 70
Australian Money Market (Term Deposit Broking)
Australian Money Market is a term deposit platform, allowing investors to shop around and switch term deposit providers with one phone call.
$20,000 20+ institutions
Axa North
A capital protected investment platform, allowing you freedom to choose your own investment mix and bolt on protection as and when you choose.
$20,000
Colonial First State FirstChoice $1,000 90
Tax Effective MIS/Agribusiness Fee Rebate Initial Investment Number of funds
All offers currently closed
IPO Minimum Investment Expected Close
Westpac Capital Notes 6 (WBCPI) $10,000 Ongoing
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