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WealthSelect Managed Portfolio Service

An actively managed, discretionary investment solution.

What is WealthSelect?

Our financial needs and attitudes change as we go through life's seasons. Whether it's helping the kids get on in life, taking that dream holiday or retiring active and happy - your investments should grow with you.

WealthSelect is an innovative, actively managed discretionary investment solution, where you and your financial adviser choose the portfolio that best meets your investment needs and attitude to risk.

We’ve enhanced our WealthSelect Managed Portfolio Service

Our improved WealthSelect Managed Portfolio Service now includes Responsible and Sustainable portfolios to help you get the most out of your investments.

To help you grow your wealth, our expert team works closely with your financial adviser. This ensures you receive a high-quality portfolio that’s tailored to your individual needs.

We've enhanced our WealthSelect service

Our personalised service gives you:

  • The right balance between portfolio performance and the risk level that’s best for you, from 3 (low) to 10 (high).
  • The flexibility to choose between WealthSelect Managed, Responsible, and Sustainable portfolios, so that your environmental and social preferences are at the heart of your portfolio’s strategy.
  • An investment strategy that suits you with the freedom to select Active, Blend, or Passive management of your portfolio, helping you get the best value from our investment expertise.

Understanding WealthSelect

The WealthSelect managed portfolio service provides a practical and cost-effective way to manage your investments, keeping them on track with your aims, and providing you with regular information on them. This guide talks you through the benefits of the service and how it can support your investment needs.

Your guide to WealthSelect
WealthSelect customer brochure

Next steps

Because we believe in the value of financial advice, our investment solutions are only available via a financial adviser.

Contact your financial adviser to discuss how this could be the right solution for you.

Don't have a financial adviser?

Our 'find an adviser' tool will help locate a suitable expert for your needs.