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A choice of platforms from one of Australia's leading wealth creation companies

Colonial First State offers you a choice of two market leading platforms to suit your investment needs.

FirstChoice

FirstChoice, Australia's most widely used platform1, lets you select and manage your investments through one account, meaning less paperwork and simple, consolidated reporting.

FirstChoice gives you access to over 110 investment options managed by some of the best known Australian and international investment managers, as well as specialist boutique managers.

You can set up an investment account for general saving and investing; a personal super account for helping you achieve your super and retirement goals; or a pension account if you’re approaching retirement or have already retired.

FirstWrap

Designed for investors with more sophisticated investment needs, FirstWrap gives you even greater flexibility. You can choose from around 300 managed funds across a broad range of asset classes, as well as ASX listed securities, exchange traded funds, fixed interest, structured products and term deposits.

All of your investments are administered through one service, meaning you and your financial adviser can easily review your entire portfolio, transact, manage administration of your investments and receive consolidated statements.

Within FirstWrap you also have the choice of an investment account, a personal super account or a pension account depending on your investment goals.

  FirstChoice FirstWrap
Minimum initial investment From $1,000 with a regular investment plan From $20,000
Managed funds Y
More than 110		 Y
Around 300
Direct shares N Y
Term deposits Y Y
 -Investment account
 -Super account
 -Pension account		 Y
Y
Y		 Y
Y
Y
Relationship Accessed via a financial adviser or directly with FirstChoice Accessed only via a financial adviser

More information

To find out more speak with your financial adviser, call us on 13 13 36 or choose one of the options below.


FirstChoice
information
FirstWrap
information



1 Results from Investment Trends July 2011 Planner Technology Report, based on ratings given by 1,400 financial planners.

This is general information only and does not take into account any individual objectives, financial situation or needs.  You should assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. Product Disclosure Statements (PDS) for products offered by CFSIL are available from colonialfirststate.com.au or by contacting us on 13 13 36. You should read the relevant PDS and consider whether the product is right for you. Past performance and awards are no indication of future performance.