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 Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of products which includes FirstWrap Plus Super and Pension and FirstWrap Super and Pension (closed to new investors 28 March 2011). Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service which includes FirstWrap Plus Investments and FirstWrap Investments (closed to new investors 28 March 2011).
This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSG can be obtained from www.firstwrap.com.au or by calling us on 1300 769 619.