A Wrap Investment Account is designed to provide you with greater control over your investments with the benefits of consolidated performance and taxation reporting. A Wrap provides access to hundreds of investments including managed funds, property trusts, shares and cash. A Wrap account offers investment flexibility, allowing you to change your investments at any time with minimal costs. A Wrap also offers margin lending and a regular investment plan. The Wrap has access to wholesale managed funds, which do not have the expensive application and withdrawal fees that their retail managed fund equivalents have. Setting up a Wrap through a Financial Planner gives you professional investment advice and regular portfolio reviews if required, alternatively you can manage the account and investments yourself. In summary, a Wrap is a cost effective and easy way to run and manage your investment portfolio.
The most attractive feature of setting up a Wrap through Noblehouse Financial Services (Corporate Authorised Representative ASIC No. 232697 of Madison Financial Group ASFL No. 246679), the Financial Planning arm of InvestorInformation.com.au is that we are able to arrange a no entry no exit fees service to investors who wish to receive limited or no advice.
If you are interested in setting up an Investment Wrap Account or you have further questions, please contact Investor Information by telephone on 07 3862 2399 or by email at support@investorinformation.com.au.
Further information on Financial Planning is provided under the Free Consultations tab.
In preparing any advice in this site Noblehouse Financial Services has not taken into account any particular persons objectives, financial situation or needs. As a result it may not be appropriate to your circumstances. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.