Perpetual's WealthFocus platform
Perpetual WealthFocus is a diverse and flexible platform designed for easy management of your clients’ portfolios.
Key features
- Wide investment choice.
- Access all major asset classes and leading investment managers.
- For investment, super and retirement money.
Investment: WealthFocus Investment Advantage
Offers unique CGT features (including the ability to switch between investment options without triggering CGT) - backed by an ATO product ruling (PR 2008/62). Find out more.
- Find out more about WealthFocus Investment Advantage
- Find out more about WealthFocus Wholesle Investment Advantage
Super: WealthFocus Super Plan
Includes an improved insurance offering - our premiums for death and TPD make this cover one of the most competitively priced packages in the market. For super and rollover money. Find out more.
Retirement: WealthFocus Pension Plan
Provides a flexible and easy to use pension income solution. Find out more.
For more information
Contact your Perpetual Platforms Business Development Manager.
