Why choose Wealthtrac?
Wealthtrac provides a unique opportunity to Advisers who wish to become involved in a brand that provides competitive pricing, superior service quality and comprehensive product choice.
If you have a Dealer's licence, Wealthtrac provides you with the opportunity to gain ownership in the brand so that you can capitalise the value of your funds under advice.
Major benefits to Wealthtrac Advisers
A competitive and flexible range of products
A carefully selected range of investment choices
A comprehensive range of insurance cover options
MoneyOne Office - FREE Adviser software
Quality administration
Online access to your investment information
A competitive and flexible range of products
Wealthtrac offers your clients access to a carefully selected range of investment, superannuation and retirement solutions catering to investors who have differing needs:
The Wealthtrac Superannuation and Rollover Division
The Wealthtrac Allocated Pension Division
The Wealthtrac Term Allocated Pension Division
The Wealthtrac Personal Superannuation Plan
The Wealthtrac Employer Superannuation Plan
The Wealthtrac Employee Superannuation Plan
The Wealthtrac Portfolio Service
A carefully selected range of investment choices
You will be able to provide your clients with a broad range of investment options from Australia's leading investment managers.
A comprehensive range of insurance cover options
You will be able to provide your clients with a number of comprehensive insurance options including:
Death Only;
Death and Total / Permanent Disablement; and
Salary Continuance
Quality administration
Your involvement with Wealthtrac ensures that all administration issues are handled by Wealthtrac Client Services – a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Wealthtrac Client Services provides you with quality and consideration that is unsurpassed in the financial services industry.
MoneyOne Office - FREE Adviser software
MoneyOne Office features a comprehensive set of practice management tools including: an initial client fact finder; risk profiler; batch reporting facility; SOA generator; and subsequent review. MoneyOne Office extends workflow efficiencies from the initial client meeting, through to the lodging of business into Wealthtrac products and the client review process.
MoneyOne Office is available FREE to Advisers using the Wealthtrac platform.
If you would like to have access to MoneyOne, please contact Wealthtrac Client Services on 1300 552 477.
Online access to your investment information
Upon joining Wealthtrac, you will be issued with an adviser code and password enabling you to easily and conveniently manage your clients' investments online. You will be able to securely access online web pages and reports, providing you with immediate information relating to your clients account balances and investment details.
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