Investment solutions for sophisticated clients

Additional to Accelerator Plus, Netwealth's Premium Service provides exclusive investment options for wholesale clients.

Overview

For high net worth investors looking for a centralised account and reporting solution

Provide tailored investment solutions and meet the needs of your wholesale clients through our Wealth Accelerator Plus 'Premium Service', with access to multi-currency trading, domestic and international bonds, plus over 40 wholesale investment products.

Exclusive managed funds

Take advantage of managed funds of differing asset class and allocations that are only available to wholesale clients.

Australian and international bonds

Protect and diversify your client's wealth with bonds from here and overseas.

Foreign currency accounts

Open new trading opportunities and streamline foreign currency management.



Learn more, speak with a BDM

Resources

More information

Want more information on our Premium Service? Our resources section has everything covered.

Wondering what to do next?

Speak with a BDM

Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs. We may even shout you a coffee.

Contact a BDM

If you want a hands-on experience without the fuss, we can organise a quick online demonstration of some of the key features of the platform and our service.

Schedule a demo

For those who prefer to email us, give us a call or even drop in.

Get in touch

Building your high-net-worth value proposition

The Established Affluent

The Established Affluent are some of the wealthiest and most well-established Australians who, combined, control an estimated $4.1 trillion of household wealth. In the Advisable Australian 2022 report we pay special attention to this group, and provide a playbook for financial advisers on how to attract, advise and service the Established Affluent with seven important opportunities or tactics.

Fight for the future market

The Emerging Affluent

The Emerging Affluent are a younger, well-educated, mostly professional Advisable Australian who have tremendous potential as financial advice clients both now and in the future. As the name suggests, they are on the way to becoming affluent and there are 1.5 million of them who control about $2.2 trillion of household wealth*. This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.