How it works
WealthBuilder is designed to help investors re-enter the market confidently.
WealthBuilder provides research on nine different recommended fund portfolios hand picked by Zenith Investment Partners Pty Ltd (Zenith) from over one hundred investment options available under the Colonial First State FirstChoice platform (FirstChoice). By signing up to our free WealthBuilder service, you will be able to access the Zenith research reports for each of our recommended fund portfolios. Click here to access the recommended portfolios and associated research.
The Benefits Are Clear - The recommended fund portfolios are designed to provide investors with the building blocks to long-term wealth. If you're an investor that prefers to rely on experienced investment professionals to guide your investment decisions, mimicking these recommended fund portfolios may be an appropriate investment choice.
A Personal Choice - Before you decide which recommended fund portfolio might be right for you, you'll need to evaluate your time horizon and your tolerance for risk. Our portfolios are labelled according to a typical investors appetite for low to high risk, i.e. Income (Conservative), Balanced and Growth portfolios.
How to Invest - All funds recommended within Zenith's fund portfolios are available under the Colonial First State FirstChoice platform. FirstChoice is Australia's most popular platform.
Example of an application form... |
To invest in these portfolios, investors will need to request a Colonial First State FirstChoice Product Disclosure Statement (PDS) and fill in the application form attached to this PDS. To mimic the recommended portfolios, investors must write in the investment codes of each fund within their chosen portfolio and the corresponding fund allocations in the "Investment Allocation" section on the application form. All codes and corresponding allocations will be found in the Zenith research reports. |
| Why FirstChoice? | The truth about fees | Research leads to confidence |
