Support and training

Support and training

Wealthtrac uses the resources of Oasis Asset Management to deliver responsive and efficient administration which is benchmarked and monitored to meet high service delivery.


Our Client Services team



A dedicated team of Client Services staff is available to assist advisers and clients with any enquiries or requests for additional information regarding their Wealthtrac account.

Phone: 1300 552 477
Fax: 02 4224 1901
email: contactus@wealthtrac.com.au


Specialist business development managers



Wealthtrac offers you a business development team to assist you with your specific business requirements. The specialist team can provide:

  • technical strategies and advice
  • product-related advice
  • up-to-date investment and market information
  • tools to assist you in the advice process.

By working in partnership with you, the business development team can tailor a service program to best meet your needs and those of your clients, and help you grow your business.

Phone: 1300 552 477
Fax: 02 4224 1901
Email: contactus@wealthtrac.com.au.


Adviser e-business training team



A skilled training team can equip you and your support staff with the right tools to ensure you’re comfortable with the product and online service offering.

MoneyOne support team
Phone: 1300 552 477
Fax: 02 4224 1901
Email: moneyone@onepath.com.au


Valued outcome



All Wealthtrac products have a competitive pricing structure. Ongoing market reviews, involvement of the platform committee and quality service ensure that Wealthtrac maintains competitiveness whilst continuing to provide your clients with value for money.


Regular communication



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.