The Wealthtrac Portfolio Service offers you access to a broad range of investments under a single reporting structure. This allows you and your adviser to easily review your investments at any stage.
The Wealthtrac Portfolio Service provides you with a variety of investment tools that enable you and your adviser to build a solid financial structure to help achieve your financial goals.
Your financial adviser can select a range of investment options from Australia's leading fund managers to tailor an investment strategy that best suits your individual circumstances and requirements. In addition, your adviser will be able to provide you with a consolidated report with information about your investments and transactions.
As a member of the Wealthtrac Portfolio Service you will receive regular communication and easy access to information through an online service which enables you to view your account balance, investment details and general information.
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