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FirstChoice Managed Accounts at no extra cost | | Dear voornaam,
A step ahead for your clients.
A step ahead for you.
This is a short video that explains the solution. | | | | We've been working hard to make Australia's most popular platform even better for you and your clients.
We have a growing range of managed account portfolios from AZ Sestante, Lonsec, Morningstar and Zenith available now on FirstChoice Wholesale Personal Super and Pension at no additional cost to you or your clients.
Specialist Portfolios are a true game-changer for your business - and they are ideal for advice practices looking for a more efficient, transparent portfolio solution, without having to transform their business model.
What are Specialist Portfolios?
FirstChoice Managed Accounts Specialist Portfolios have been developed in response to adviser feedback seeking ways to lower the cost of advice for clients without compromising on the quality of the investment solution.
The combination of the convenience and transparency of a managed account with the simplicity and efficiency of FirstChoice gives you more time to spend with your clients and growing your business, and less time on administration.
Here's what sets them apart | | | | Access to professionally managed portfolios
Our Specialist Portfolios are designed and monitored by industry leaders such as AZ Sestante, Lonsec, Morningstar and Zenith, and administered by CFS; giving you confidence that your clients' portfolios are always aligned to their advice strategy and saving you valuable time and effort implementing and administering portfolio changes. With a range of portfolios constructed across different styles and strategies, there's a solution to suit a variety of client needs. |
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| | | | No additional research or portfolio construction costs
Lowering your clients' total cost to invest doesn't have to mean settling for less or compromising on the quality of your advice. We've selected some of Australia's top investment consultants and researchers to design our new Specialist Portfolios and we're providing these at no additional cost to you and your clients. |
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Access to professionally managed portfolios
Our Specialist Portfolios are designed and monitored by industry leaders such as AZ Sestante, Lonsec, Morningstar and Zenith, and administered by CFS; giving you confidence that your clients' portfolios are always aligned to their advice strategy and saving you valuable time and effort implementing and administering portfolio changes. With a range of portfolios constructed across different styles and strategies, there's a solution to suit a variety of client needs. No additional research or portfolio construction costs
Lowering your clients' total cost to invest doesn't have to mean settling for less or compromising on the quality of your advice. We've selected some of Australia's top investment consultants and researchers to design our new Specialist Portfolios and we're providing these at no additional cost to you and your clients. | | Learn more about FirstChoice Managed Accounts Specialist Portfolios | | |
| | Meet the Specialist Portfolio managers | | |
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| | Let's step forward together
We're here to help make the transition to Specialist Portfolios as smooth as possible. Our Business Development Managers will work with you to show you how to implement the right portfolios for your clients' needs. | | | | | | | | Ask one of our BDMs to contact you |
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| | Sincerely,
Colonial First State |
| | ADVISER USE ONLY
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This document is based on the understanding of current regulatory requirements and laws as at May 2022, including CFSIL accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person's individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.
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