FirstWrap is a full service wrap, designed to drive efficiencies for your business and help you deliver outstanding service to your clients.
FirstWrap Plus allows you to create tailored investment portfolios from a continuously evolving, diverse range of asset classes, investment managers and product structures.
FirstWrap’s advanced features enable you to effectively manage sophisticated investment solutions for your clients.
FirstWrap gives you the flexibility to design and manage your client’s portfolio to suit their investment needs.
FirstWrap Plus Super, Pension and Investments offers you and your clients comprehensive investment choice, convenient administration, and the flexibility to design a portfolio to suit their investment needs.
Managed accounts on FirstWrap offer a series of professionally managed portfolios designed to deliver transparent, engaging advice solutions. If you’re looking to invest with portfolio managers to deliver efficient advice solutions, or looking to reduce direct share administration requirements, Managed Accounts on FirstWrap may be the answer.
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.