InvestSMART WealthBuilder

Why WealthBuilder?

WealthBuilder provides free access to recommended fund portfolios, which have been:

Independently researched by Zenith Investment Partners
Chosen to diversify your money over multiple asset classes, and
Available on Australia's most popular investment platform

Research leads to confidence

Clients invested in our model fund portfolios through Colonial First State FirstChoice will receive quarterly updates for each portfolio.

Recommended portfolio and explanation for any changes
Performance analysis
Consistency analysis
Risk/Return analysis

More research

100% Entry Fee Rebate

InvestSMART is committed to providing investors with low cost access to managed funds.

100% Entry Fee Rebate on initial investments
100% Entry Fee Rebate on ongoing contributions or top ups
Every cent invested is working for you from day one

How much can I save?

Pick a Model Portfolio

WealthBuilder Investments
WealthBuilder Personal Super
WealthBuilder Pension

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Home Login Register for Free About InvestSMART About WealthBuilder How does it work? Why FirstChoice? The truth about fees Research leads to confidence The Portfolios Investment Portfolios Income Balanced Growth Superannuation Portfolios Income Balanced Growth Pension Portfolios Income Balanced Growth The Research About Zenith The Methodology Why WealthBuilder? WealthBuilder provides free access to recommended fund portfolios, which have been: Independently researched by Zenith Investment Partners Chosen to diversify your money over multiple asset classes, and Available on Australia's most popular investment platform How does it work? Research leads to confidence Clients invested in our model fund portfolios through Colonial First State FirstChoice will receive quarterly updates for each portfolio. Recommended portfolio and explanation for any changes Performance analysis Consistency analysis Risk/Return analysis More research 100% Entry Fee Rebate InvestSMART is committed to providing investors with low cost access to managed funds. 100% Entry Fee Rebate on initial investments 100% Entry Fee Rebate on ongoing contributions or top ups Every cent invested is working for you from day one How much can I save? Pick a Model Portfolio WealthBuilder Investments Income Portfolio Balanced Portfolio Growth Portfolio WealthBuilder Personal Super Income Portfolio Balanced Portfolio Growth Portfolio WealthBuilder Pension Income Portfolio Balanced Portfolio Growth Portfolio
About InvestSMART \| Contact us \| In The Media \| Terms & Conditions \| Privacy Policy \| Financial Services Guide \| FAQs \| Site Map \| Feedback Managed Funds \| Find a Managed Fund \| Discount Fund Broker \| Trailing Commission Rebate \| Colonial First State \| Perpetual \| AMP Capital Investors ASX Shares \| Portfolio Manager \| Upcoming Floats \| ASX Share research \| Share Trading \| Property Research Copyright © 1999-2010 InvestSMART Financial Services Pty Ltd. All rights reserved Australian Financial Services Licensee : AFSL # 226435 ABN 70 089 038 531 Site best viewed in Internet Explorer (version 6 and above) at 1024 x 768 IMPORTANT : This information has been prepared without taking into account your objectives, financial situation or needs and you should consider if the information is appropriate for you before making an investment decision. Neither InvestSMART Financial Services Pty Ltd nor any of its Related Companies make any recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. Product disclosure statements for financial products offered through InvestSMART can be downloaded from www.investsmart.com.au or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about the product. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.