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Investments with WealthView

A premium investment service, without the premium.

WealthView is a personalised investment portfolio service that provides you with access to: expert advice and fund management services; 24/7 online monitoring of your investments; up-to-date reporting; and independent investment research.

This might suit you if you’re…

  • looking for tailored and flexible investment options
  • after specialised professional advice
  • wanting easy online access to monitor your savings.

Here’s what you get:

  • Access to Qualified AMP Authorised Financial Advisers
  • A range of high quality investment options to choose from
  • A personalised investment portfolio tailored to meet the needs of you and your family

To join WealthView
talk to an adviser today.

WealthView is a tailored service, and fees are dependent on which funds and services you choose to use to make, manage and monitor your investments.

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Build and manage wealth on your terms

There’s no ‘one size fits all’ with investments because everyone has different aspirations for their money.

With WealthView, our expert advisers will help tailor-make an investment portfolio that meets your financial goals and risk comfort levels, using our range of high quality, independently researched investments.

You can then use the online WealthView portal to monitor your investments, to ensure your money gets you where you want to go in life.

What are the benefits of investing with WealthView?

Tailored
Investments are chosen to suit your goals, from a range of AMP approved Australasian managed funds, bonds, shares and cash products.

High quality
Funds are chosen using a stringent selection process, based on information from our independent research partner, Mercer, and are capable of strong, consistent performance.

Accessible
You will receive performance reports by post or email, and will be able to access real-time online statements.

Consolidated
Get a single consolidated tax report at the end of the tax year, with all of the information you need to complete your tax return quickly and easily.

Flexible
Your Adviser will regularly review your portfolio to ensure it reflects your changing needs and lifestyle.
 

Easy
Everything's taken care of for you - it's portfolio management made easy.

To get started with WealthView, or to find out more, talk to an adviser.

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Get started
To join WealthView talk to an adviser today.

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Important information

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While care has been taken to supply information on this website 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.

A disclosure statement is available from your adviser, on request and free of charge.