A premium investment service, without the premium.
We have WealthView accredited Advisers available to help tailor-make an investment portfolio that meets your financial goals and risk profile, using our range of high quality, independently researched investments. Your Adviser will regularly review your portfolio to ensure it reflects your changing needs and lifestyle.
A range of investments are available through WealthView, to suit different investor goals, including managed funds, index funds, bonds shares and cash products.
We offer a range of model portfolios to suit different investor objectives, with investments in the model portfolios being selected by us with the support of advice from independent investment experts.
When you invest in WealthView, we can arrange easy access for you so that you can view your balance(s), investments, statements and other reports.
Get a single consolidated tax report at the end of the tax year to help you complete your tax return quickly and easily.
Your Adviser will regularly review your portfolio to reflect your changing needs and lifestyle.
Everything's taken care of for you - it's portfolio management made easy!
All clients have a Cash Management Account. Below is the rate of interest you receive on the Cash Management Account (in the various currencies it is available) as at 08 October 2021.
Current interest rate you receive
We have appointed FNZ Limited (FNZ) to provide investment administration and custody services in relation to your WealthView investment. To understand more about FNZ’s services, including how it is remunerated from the WealthView service, please find a copy of FNZ’s Disclosure Statement here.
While care has been taken to supply information on this website and within the chatbot tool that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission. The content provided is intended to be used as information only and does not constitute financial or other professional advice. Before acting on any of the results provided, we recommend that you seek financial or other professional advice which takes your individual circumstances into account.