Support and training

Support and training

Wealthtrac uses the resources of Macquarie Investment Management Limited 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: 1800 893 091
Fax: 1800 097 234

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: 1800 893 091
Fax: 1800 097 234

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.