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  • Managed portfolio service adviser guide

    An in-depth guide to the Managed Portfolio Service, explaining how portfolios are constructed, how risk is managed, who is involved in the service and how to invest.

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  • Researched fund range adviser guide

    A detailed guide about how funds are selected for WealthSelect and the ongoing monitoring and governance process undertaken for every WealthSelect fund.

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  • Pricing at a glance

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  • Risk Profile Matrix

    The outputs of a range of market leading risk profiling tools have been mapped to the WealthSelect Managed Portoflio service risk levels.

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Financial Adviser Verification