FirstChoice can help you scale your business

FirstChoice is an award-winning platform offering access to a wide range of investment options. With powerful digital tools, seamless advice software integration, and a strong focus on efficiency and support, FirstChoice is designed to help you reduce the cost to serve.

We’re investing in FirstChoice to maximise your efficiency

Expand current capacity

Serve 30% more clients with FirstChoice.¹

 

Discover portfolio efficiencies

Access 90+ FirstChoice managed accounts, at no extra cost. That’s market-leading value.²

Simplify your business

Advisers find it easier to reduce business complexity with FirstChoice.³

Joel Simmonds,
Executive Financial Adviser,
Direct Wealth
The service from CFS is one of the biggest things that has helped us scale.
— Joel Simmonds, Direct Wealth

What’s available on the FirstChoice platform?

FirstChoice has a wide range of offerings for your clients, tailored to suit different financial goals, life stages, and risk profiles. 


  • Managed accounts - combine the flexibility of managed accounts with the simplicity and efficiency of FirstChoice. 
  • Personal super - offers flexible and diverse investment options for growing your clients’ retirement savings.
  • Pension - helping Australians transition into retirement and put them in control of their retirement income.    
  • Investments - an affordable, straightforward way to help your clients on their way to financial freedom.

Access the Investment options menu, Product Disclosure Statements and Target Market Determinations.

2025 Advice Practice Profitability Report 

Drawing on the responses from over 500 advisers and practice support staff, the report explores how practices are navigating capacity constraints, leveraging platform efficiencies and unlocking scale.

What's new on FirstChoice

Stay informed with market updates and FirstChoice news.

FirstChoice Business Optimisation

Book a review of your operational setup with our dedicated implementation service for FirstChoice advisers (new and existing) and discover efficiency opportunities today.

Don't just take our word for it

Our commitment to value, expert service and support is why we’re consistently awarded.

Print
SR0012_AwardsLogos2020_MASTER_CMYK-OL

Don't just take our word for it

Our commitment to value, expert service and support is why we’re consistently awarded.

Print
SR0012_AwardsLogos2020_MASTER_CMYK-OL

We're here to help

Get in touch

For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.

FirstTech: 9am - 5:30pm Monday to Friday.

Find a BDM

Need more information or support?

 

Adviser login

Sign into our platforms.

 

¹ Source: 2025 Advice Practice Profitability Report, commissioned by CFS and conducted by Empower Business Advisory.

 

² Investment Trends Managed Accounts, January 2025 – CFS FirstChoice brand association for value for money.


 

³ Source: 2025 Advice Practice Profitability Report, commissioned by CFS and conducted by Empower Business Advisory.


 

⁴ The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 (SuperRatings) a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445. Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2024 SuperRatings. All rights reserved.

 

Past performance or awards is no indication of future performance.


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.