Investment solutions for sophisticated investors

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

For investors that qualify as Wholesale clients, Wealth Accelerator Plus 'Premium Service' provides access to a range of investment options that help meet the needs of a sophisticated portfolio.

Exclusive managed funds

Take advantage of managed funds of differing 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, contact a consultant

Resources

More information

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

Investment options

Looking for other investment options?

Asset and geographical diversification is easy when you access our large range of other investment options.

ASX listed securities

Invest online in ASX listed securities - including company shares, Exchange Traded Funds (ETFs), AREITS, listed investment companies and certain warrants, at competitive rates.

Learn more

Invest online in companies such as Nike, Nestle, Apple and many more. Choose from a range of securities listed on multiple international exchanges.

Learn more

Invest online in professionally managed multi- sector, diversified and international investment portfolios. Access all the benefits of managed accounts with these models.

Learn ,more

When combined with Netwealth Accelerator Core accounts, these funds enable the construction of diversified investment portfolios that are cost-effective. GSS offers quality managers with strong track records.

Learn more

Invest online in term deposits from a range of suppliers and options. Choose term deposits of differing maturity lengths from a range of leading Australian banks.

Learn more

Receive an investor reward of 0.10% per year of the value of the money held in funds on the Investor Rewards Menu. Currently the Menu has over 45 managed funds from 25+ managers.

Learn more

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

Insights

 

Cultural trends

Industry trends financial advisers should know

Discover the current trends shaping the advice landscape from Andrew Inwood, Principal of CoreData.

Listen to the podcast

Business management

Practical steps to building an estate planning offering

Discover the practical benefits of an estate planning offering and learn practical steps to capitalise on this commercial opportunity from Yodal's Brandon Thompson.

Watch the video

Advice strategies

The human dimension of family business succession planning

Understand the skills needed to play an effective part in family business succession planning.

Read more

Cultural trends

Adapting to change: How to future-ready your practice

Explore what you should be doing to position your business for growth and success with CoreData's Jason Andriessen. 

Watch the video