Wealth Series has been designed for investors and their advisers. It combines access to Russell Investments’ suite of award-winning multi-asset and real returns funds, with the industry-leading technological capabilities of platform provider, Netwealth.
- 24/7 online access.
- Perform transactions online.
- Select the level of online access required.
- Build a diversified investment portfolio using a range of Russell Investments’ actively managed multi-asset, single sector and real return funds.
- Term deposit facility.
- Cash account
- Buy, hold and sell via a single account
- Access consolidated tax and performance reporting.
- Link eligible personal insurance policies and pay premiums from the cash account.
1 Cash account: Min 1% ($500 to $5000) plus provision for regular withdrawals & LifeWrap.
Wealth Series provides a comprehensive reporting, transactional and administrative service which enables you to buy, hold and sell investments from a menu of investment options, via a single account. You can also combine eligible life insurance policies and pay premiums from your Wealth Series account.
The result is a best of breed solution that puts you and your client in the driver’s seat.