Access Choice
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.
Investments
ASX Securities, international securities, managed funds, term deposits and cash, domestic and international trading options i.e. cash, bonds, SMSF.
Wrap
IDPS, SMSF, Managed Accounts, wholesale managed funds, SMA/IMA.
Superannuation
A full range of Super and Pension Products
and Services.
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.
