Adviser benefits

Adviser benefits

A broad and flexible range of products

Wealthtrac offers you access to a carefully selected range of investment, superannuation and retirement solutions including:

Streamlined administration

Greater business efficiency allowing you more time for new business.

Extensive investment menu

Wealthtrac works with some of Australia’s leading fund managers to provide you access to more than 300 managed funds within investment options that span a diverse range of asset classes, including Australian and international shares, fixed interest, term deposits, listed property and other listed securities.

Competitive pricing

Competitive pricing when compared to other wraps in the market, which makes it easier for you to implement fee structures in line with Wealthtrac’s best practice model.

Greater fee transparency

Greater transparency on fees payable.

Automatic rebalancing

You can choose to have your investments rebalanced automatically on a quarterly, half-yearly or on an annual basis. This allows you to maintain control over your investments to ensure they are aligned with your financial goals.

Dollar cost averaging

Wealthtrac allows investors to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. You can invest a set amount of money on a regular basis, taking the guess work out of when to invest.

No switching fee

You can switch your investments at any time and at no cost.

Regular communication and consolidated reporting

Wealthtrac ensures that you and your clients will be kept up-to-date on the progress of their account with communication provided at regular intervals throughout the year.

Our Client Services team

Any enquiries you may have regarding your Wealthtrac account can be directed to our Client Services team, a team of individuals who are dedicated to consistently delivering high service standards. Call Client Services on 1800 893 091.