Distributor of Wealth Management Products and Services
Wealthtrac was established in 2001 as a distributor of wealth management products and services, developed and marketed under the Wealthtrac brand. Our focus is on the independent market so our clients are primarily small to medium securities dealers and accountants.
Wealthtrac holds an Australian Financial Services Licence (AFSL) but does not provide financial advice. Rather, we support our Dealers and Accountants with a range of quality products, which they can recommend to their clients as representing the best available in terms of:
- Investment Choice;
- Quality of Administration and Client service;
- Competitive Fees; and
Administration and Trustee Services
We outsource all administration and trustee services and currently have service agreements with ANZ bank and Triple A Super Pty Ltd. Our current range of products and services includes:
- Wealthtrac Superannuation Master Trust;
- Wealthtrac Portfolio Service;
- Wealthtrac SMSF; and
- Wealthtrac Dealer Back Office Services.