The new benchmark in platform solutions.

Transcription

1 The new benchmark in platform solutions.

2 A better way to invest, manage and protect your clients future financial wellbeing. Award Winning In 2013, 2014 and 2015 netwealth was awarded Investment Trends highest award for customer satisfaction by its users. About netwealth In 1999 netwealth Investments Limited ( netwealth ) was founded to provide astute investors and advisers with a better way to invest and protect their current and future financial well being. netwealth provides a range of innovative and award-winning investment, 2015 Investment Trends winner overall satisfaction with platform and winner best direct equity handling superannuation and advice solutions for you and your clients. Our heritage netwealth is part of the Heine Brothers Group, a privately owned business that originated in Europe in 1865 and has a long history in international trade and finance. Heine established its head office in 2015 Investment Trends winner best platform overall and winner online business management Australia in 1945 and became a major trading house dealing in commodities and bulk raw materials around the world. Over time, it expanded from international trade into finance, property and investment. In 1982 Heine entered the funds management industry, managing a broad range of investment products, including listed and unlisted property trusts and 2015 SuperRatings Gold Super for Accelerator Core and Plus superannuation products SuperRatings Gold Pension for Super Accelerator Core and Plus

3 The smartest business solutions start with superior technology and administration. Customer Engagement Investment Management Engaging with your current and prospective clients across multiple channels has never been more important. With this in mind, we always put you and your client at the centre of everything we do to help you build stronger client relationships. Service Our market-leading range of investment management solutions ensures you are well-equipped to provide the choice, access and flexibility demanded by your clients in a way that enhances the value you provide. Managing a successful and profitable business requires access to real-time data and information tailored to you and how you operate your business. We provide a suite of customisable reports, portfolio tools, data services and anywhere/anytime access via mobile, tablet and PC. Technology Administration Governance Why build wealth if you don t protect it? Protecting your client s wealth is important during their lifetime and when it passes to the next generation. We provide access to multiple insurers as well as a variety of estate planning options to ensure the best outcome for your clients and their families. Practice Management Wealth Protection

4 One platform supporting the investment needs of all your clients. netwealth is a next generation portfolio, superannuation and investment solution that provides an innovative way to manage your clients individual investment needs. netwealth Global Specialist Funds Extensive Managed Fund Menu Domestic and International Securities Pre-packaged Model Portfolios netwealth Managed Account Practice and Service Solutions to support your growth. Developed in conjunction with advisers netwealth offers a range of practice management tools and services to keep you, your team and your clients up to date, connected and well supported. Technical support and updates Training and relationship support Customised website and report branding Practice reporting and analytics Dedicated adviser call centre Data feeds to planning and SMSF software SMART rebalancing technology Model portfolios Fund research and ASX live data tools Daily investment and business news

5 Key Features Product: Super Accelerator Wealth Accelerator Options: Core Plus Core Plus Ideal for: Super and Pension members SMSFs/Individuals/Companies/Trusts Product minimums Initial contribution/rollover/deposit $10,000 $10,000 $10,000 $10,000 Minimum additional deposit $1,000 $1,000 Customer engagement 24/7 online portfolio access Online reports Online transactions PC/Tablet/Mobile phone access Investment Management Cash Term deposits (multiple providers and terms) netwealth Global Specialist funds Wholesale managed funds ASX listed securities International securities (USA, UK, Canada, France, Germany, Netherlands, Japan, Malaysia, Hong Kong) Model portfolios Managed account Margin lending Wealth creation and protection netwealth group insurance cover AIA Retail insurance options AIA Priority protection TAL Accelerated protection Zurich life insurance Anti-detriment payments Tax FIFO, LIFO and Parcel Selection Pricing $0 to $250, % p.a. * 0.59% p.a. 0.35% p.a. * 0.49% p.a. $250,001 to $500,000 Nil 0.45% p.a. Nil 0.39% p.a. $500,001 to $1 million Nil 0.25% p.a. Nil 0.20% p.a. Balance over $1 million Nil Nil Nil Nil Fixed fee Nil $175 p.a. Nil $175 p.a. Family fee discount (linking) N/A Yes (up to 6 accounts) N/A Yes (up to 6 accounts) Investor rewards No Yes No Yes Brokerage fees ASX N/A $20 per transaction N/A $20 per transaction *A minimum administration fee of $120 p.a. applies to your account.

6 Two years ago we sought out a non-bank aligned platform and netwealth was our first port of call. The ongoing service and communication is as good as it gets and the partnership has been a great success! Simone Financial Adviser With our focus on innovation and service, it s no surprise netwealth has the highest overall platform satisfaction in the recent Investment Trends Planner Technology report. High quality investment menu Managed Account options Multiple insurers Superior portfolio management tools Flexible pricing options Comprehensive reporting Give your business the boost it deserves. Visit netwealth.com.au or call us on to speak to a netwealth BDM. DISCLAIMER: This information has been prepared and issued by netwealth Investments Limited (netwealth), ABN , AFS and is intended for financial advisers use only. It contains factual information and general financial product advice only and has been prepared without taking into account your client s individual objectives and needs. The information is not intended to be a substitute for professional financial product advice and you should determine its appropriateness having regard to your client s particular circumstances. The relevant disclosure document should be obtained before deciding whether to acquire, dispose of, or to continue to hold, an investment in any netwealth product. 1. netwealth is the winner of the Investment Trends Overall Satisfaction with Platform award. The Investment Trends May 2015 Planner Technology Report is based on a survey of 892 financial planners. 2. netwealth is the winner of the Investment Trends Best Platform Overall and Online Business Management award. Investment Trends December 2015 Platform Benchmarking Report, based on extensive analyst reviews of 22 platforms across 506 criteria. 3. SuperRatings has awarded netwealth Super Accelerator a Gold Rating for Accelerator Core and Plus, Super and Standard Income Stream Products for Go to for details of its ratings criteria. ADC15023