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Wealthtrac is a cooperative of independent securities dealers who are committed to offering clients the opportunity to create and increase their wealth. Wealthtrac offers a competitive and flexible range of superannuation and investment products supported by a highly specialised administration platform from the Oasis Group.
As a Wealthtrac Investor, you have access to a number of solutions which will assist you to achieve your financial goals whether they focus on personal investments, superannuation or retirement.
As a Wealthtrac Adviser, you have the opportunity to provide your clients with a comprehensive range of financial solutions to meet their needs. Wealthtrac offers superior service quality through one of Australia’s leading platforms ensuring greater value to your clients.
As a Wealthtrac Dealer, you have the unique opportunity to share in the value of the brand you recommend to your clients. Wealthtrac provides you with a competitive dealer margin, influence in future product development and a comprehensive pricing structure. |
