Whatever your financial goals are, Perpetual WealthFocus can help you achieve them through their three investment structures:
Perpetual WealthFocus Investments - for saving and investment moneys
Perpetual WealthFocus Super Plan - for your superannuation savings and rollover moneys
Perpetual WealthFocus Allocated Pension Plan - for pension income in retirement
Essentially the same investment options,features and fee structure are offered through Investments,Super and Allocated Pension.
What are the benefits of Perpetual WealthFocus?
A broad and contemporary investment menu that is flexible and practical offering you the choice of over 50 funds,ranging across six different investment categories of Australian shares, international shares,property,income,cash and diversified.You can invest in just one fund or you can invest in multiple.
Ability to focus all your investments into one place. You can achieve diversification across asset classes and across investment managers, and still easily keep track of your investments with consolidated reporting and web tracking through one single contact point. Spreading your money across different investments can smooth out returns and acts as an effective risk management strategy.
A competitive and simple fee structure. You now only need to look at one fee to see what you are paying for these services.There is just one management fee which incorporates the investment manager's fee, the administration fee and the ongoing adviser commission.
You can truly benefit from the diversification that comes from investing across different asset classes and across different investment managers,with one single contact point for queries and consolidated reporting on all of your investments. Perpetual WealthFocus is a "one-stop shop" - providing you with an easier and less complicated way of looking at your investments.
