What is Portfoliofocus?
Portfoliofocus is a comprehensive portfolio service ('the Service') created to enable you, together with your financial adviser, to diversify your investment portfolio across a wide range of investment products and shares. The Service allows you to enjoy the convenience, flexibility and control of dealing with one quality provider, keeping you fully informed of your financial position.
What does Portfoliofocus provide?
Portfoliofocus gives you and your financial adviser the ability to control and manage your investments via a centralised administration service. Some of the benefits include a diverse range of investment products and fund managers to choose from, consolidated, single statements and the ability to easily switch between investment products.
Portfoliofocus provides superannuation and pension products, as well as general investment or wealth creation products.
|Portfoliofocus Services||Suitable for:|
|Portfoliofocus - Premium Investment Service||General investment and wealth creation|
|Portfoliofocus - Premium Retirement Service||Superannuation investment and pension services|
Can I select from a wide range of investment products?
Portfoliofocus enables you along with your financial adviser, to diversify your investment portfolio across a wide range of over 250 managed funds offered by around 35 leading fund managers and a wide range of shares listed on the Australian Stock Exchange.
Can I check my investment portfolio online?
Yes you can. Once you have started investing with us, we can provide you with a login ID and password to view your portfolio. For more information please contact your financial adviser.
For further information please contact your financial adviser or Portfoliofocus Client Services on 1300 769 613.