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
Investments are chosen to suit your goals, from a range of AMP approved Australasian managed funds, bonds, shares and cash products.
Funds are chosen using a stringent selection process, based on information from our independent research partner, Mercer, and are capable of strong, consistent performance.
You will receive performance reports by post or email, and will be able to access real-time online statements.
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.
Your Adviser will regularly review your portfolio to ensure it reflects your changing needs and lifestyle.
Everything’s taken care of for you – it’s portfolio management made easy.