Investment Essentials

The Portfolio Service Investment Essentials (the Plan) is a simple and easy to use service designed for investors who seek to grow their wealth over time - effortlessly. 

The Plan enables you and your financial planner to:

• manage and control your investment needs simply and conveniently within a single service
• create a tailored investment portfolio based on your personal investment objectives
• modify your investment portfolio as the economic environment and your circumstances change.

The benefits of the Plan include:

• a range of researched investment options which are regularly updated as new opportunities become available
• the ability to invest across a wide range of asset classes
• access to wholesale managed investments
• comprehensive reporting on your investment portfolio
• the ability to reinvest income from your investments into your investment options or pay it into your cash management account
• a regular savings plan that facilitates automatic investments from your credit union, building society or bank account
• access to a margin lending facility, which may allow you to borrow to invest.

Before investing in the Plan, you should speak with your financial planner. If you do not have a financial planner and would like to be put in touch with one in your area please contact Client Advisory Services on 1800 221 151.