Wealthtrac has been awarded two Four Apples ratings from independent research firm Chant West for it’s Wealthtrac Superannuation Master Trust (Super and Pension).
The report from Chant West said the Four Apples rating denotes a high quality product.
Matthew Johnson, MD & CEO of Wealthtrac, said; “Our Super and Pension products have received a great response from the wealth management sector, so it gives us great pleasure to see that an independent research firm has endorsed our service offering.
“We also see our role with the adviser as much more than just administration. We know all our clients very well and work with them to help them strengthen their business. Such services aren’t a part of the formal offer, so it’s pleasing to get the endorsement to ratify that besides the person service, we are backed by state of the art technology and administration.”
The report from Chant West stated that Wealthtrac has earned their Four Apples rating by showing their strengths in competitive pricing, flexible investment management and member services.
According to Chant West, the main strengths are:
• Quality investments
• Organisational strengths
• 10+ years’ experience that has allowed financial advisers to tailor a wealth creation solution for clients
• Cost effective for both investors and advisers
The Wealthtrac superannuation service is suitable for employees, self-employed or for someone considering rolling over their superannuation savings prior to retirement.
Investors and advisers can select a range of investment options from Australia’s leading ASX listed companies and fund managers to tailor an investment strategy that best suits an individual’s circumstances and requirements.
The Wealthtrac allocated pension is part of the Wealthtrac Superannuation Master Trust (Pension Division) and features a non-commutable option, which enables advisers to tailor a tax effective solution to meet their clients’ retirement objectives.
Established in 2001, Wealthtrac develops and distributes high quality, competitive, wealth products for independent dealers and their clients. Wealthtrac is majority owned by the dealers and accountants who support the products, and offers a unique ownership model for its network. Wealthtrac currently has more than $1B of FUM and more than 8000 clients.