THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

FirstChoice Wholesale Investments

FirstChoice Wholesale Investments provides your clients with access to a wide range of managed funds from some of the world’s most respected managers.

Product snapshot

Designed for general saving and investing, FirstChoice Wholesale Investments provides your clients with access to a wide range of managed funds from some of the world’s most respected managers.

Asset classes Cash, Fixed Interest, Share, Property and Infrastructure Securities
Investment Options 130+
Minimum initial investment $5,000 or $1,000 with a regular investment plan
Fund managers 70+

THE FIRSTCHOICE DIFFERENCE

    • Straightforward products
    • Flexible features
    • Simple, intuitive platform
    • Supports delivery of quality advice.
    • Unique mandate structure > Learn more
    • Same day pricing and transactions
    • Powerful online tools
    • Fast, tailored reports
    • Comprehensive model portfolio functionality
    • Efficient e-Post tool.
    • Low fees
    • Competitive fee structure
    • Fee rebate for higher balance clients > learn more.
    • Experienced, knowledgeable teams
    • Local BDM support
    • Outstanding customer service
    • Local transition support
    • FirstTech support.

FEES

Our competitive fee structure seeks to maximise value for both you and your client. Refer to PDS for more information on costs and fees.

Related forms

Product updates

The content displayed on this page is intended for financial advisers only