Build your own SMAs and achieve immediate benefits for clients and your practice.
Wealthtrac continually searches for the best, most innovative products and services. New technology and structures like SMAs will drive your practice efficiency and improve client service.
Wealthtrac Products & Services
Supporting self-licensed financial advisers with quality products and services. We’re not conflicted, we’re fully aligned with you and your objectives.
Wealthtrac Separately Managed Accounts (SMAs)
Asset Consulting and Investment Management for SMA Portfolios
Wealthtrac Self Managed Superannuation Fund (SMSF)
Wealthtrac is an Adviser focused business providing more control and greater choice of investment and product options.
The future’s changing, more advisers are choosing a self-licensed path or joining non-institutional dealers. You want more control, greater choice of investment and product options. Clients’ best interest is the central focus, but you work in a complex and rapidly changing space.
“Wealthtrac has a close relationship with some of Australia’s leading self-licensed dealers and advisers. We work with you to transition your model portfolios to SMAs, our service includes using professional asset consulting to enhance client investment returns and to provide deeper research capabilities across markets and managed funds.
We listen to your needs and customise your SMAs around current models. We’re also here to provide input on portfolio structure, SAA and TAA modelling to help improve portfolio performance”.
Matthew Johnson
Director, Wealthtrac Pty Ltd
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