Our specialist portfolios can help you lower the cost of advice and reduce administration, giving you more time for client servicing and business development.
Specialist portfolios designed by Australia’s top professional investment consultants and researchers.
Portfolios available on FirstChoice at no additional cost to you or your clients.
The flexibility, convenience and transparency of a managed account – with the simplicity and efficiency of FirstChoice.
View the benefits
Our specialist portfolios help you lower the cost of advice and save time on admin, allowing you to spend more time with your clients and growing your business.
Cash bucket solution now available on FirstChoice
The new cash bucket solution is now available on FirstChoice Wholesale Personal Super, Pension, Transition-to-Retirement Pension and Investments to give you and your clients more control over their cash while still enjoying the benefits of managed accounts and auto-rebalancing.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.