Why choose Wealthtrac?
As a Wealthtrac Investor, you have access to a number of solutions which will assist you in achieving your financial goals whether they focus on personal investments, superannuation or retirement. Together with your financial adviser, Wealthtrac will provide you with efficient customer service and flexibility and choice of investment options.
Major benefits to Wealthtrac investors
A competitive and flexible range of products
A carefully selected range of investment choices
A comprehensive range of insurance cover options
Investment advice
Information about fund performance
Quality administration
Online access to your investment information
Competitive fee structure
A competitive and flexible range of products
Wealthtrac offers you access to a carefully selected range of investment, superannuation and retirement solutions:
The Wealthtrac Superannuation and Rollover Division
The Wealthtrac 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
Together with your financial adviser, you will be able to choose from a broad range of investment options from Australia's leading investment managers.
A comprehensive range of insurance cover options
The different insurance options available enable you to tailor the type and amount of insurance cover to suit your particular needs.
Investment advice
Should you require investment advice to determine the best savings options for your retirement, a number of financial advisers are available to assist you in meeting your financial goals.
Information about fund performance
Wealthtrac has aligned itself with Australia’s leading fund managers to provide you with a wide range of investment options. Information about the performance of the funds listed within Wealthtrac's products can be accessed by contacting your Financial Adviser or Wealthtrac Client Services.
Quality administration
Your investments 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.
Online access to your investment information
Upon joining Wealthtrac, you will be issued with an investor code and password enabling you to easily and conveniently manage your investments online. You will be able to securely access online web pages and reports, providing you with immediate information relating to account balances and investment details.
Competitive fee structure
Becoming a Wealthtrac member ensures that you will benefit from the most advanced financial services technology and investment choices at a competitive fee structure, delivering high value at a minimum cost.
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