WealthView

A Premium Investment Service, without the premium

Consolidate your cash/term deposit and retirement savings wealth proceeds onto one easily manageable platform.

and  receive specialist expert advice on where to invest based on your own personal financial situation and tolerance to investment risk.

Tips on how to use your WealthView Account – Click on video below

Benefits of investing in 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.

 

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contact an adviser

email us: wealthview@certusnz.co.nz

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