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1300 00 65 86

enquiries@oktowealth.com

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OktoWealth

A digital revolution

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CONTACT US

Product

Platform Product

A broad choice of products tailored to all your clients' needs and life stages.

Access Choice

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Work with a brand you can trust.

Access a full range of products that will provide a complete financial solution for your clients. There is a broad choice available, with products tailored to all your clients' needs and life stages, by brands you know and trust.

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Investments

ASX Securities, international securities, managed funds, term deposits and cash, domestic and international trading options i.e. cash, bonds, SMSF.

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Wrap

IDPS, SMSF, Managed Accounts, wholesale managed funds, SMA/IMA.

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Superannuation

A full range of Super and Pension Products
and Services.

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Managed Accounts

We offer a complete suite of Managed Accounts that can be personalised for your clients. Through OktoWealth’s Investment Management Platform you have access to a range of Managed Accounts, giving you the opportunity to build investment and retirement solutions that are tailored to your clients' individual needs.

Managed Accounts are efficient, adaptable and cost-effective, and they make it easy for you to have your investment strategies managed professionally while your client retains their investments in their own account.

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Want an end-to-end digital solution?

We are all about improving efficiencies through the use of intuitive digital tools.


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OUR OFFICES

Sydney:
Level 36, 1 Macquarie Place, Sydney, NSW 2000

Melbourne:
Level 7, 443 Little Collins Street, Melbourne, VIC 3000

Geelong:
East 8 Federal Mills,
13-35 Mackey Street,
North Geelong, VIC 3215
Copyright © 2021 Okto Wealth Administration Services Pty Ltd (known as OktoWealth). All rights reserved | ACN 635 285 264 | ABN 97 635 285 264.