Introducing FirstWrap, the new partner of favourite FirstChoice.
To sit alongside FirstChoice, Australia’s most popular platform1, FirstWrap, an award-winning service wrap2, has been launched. FirstWrap is a premium new platform, designed for investors with more sophisticated investment needs.
FirstWrap lets you effectively manage and implement comprehensive investment portfolio. You can choose from over 250 managed funds across a broad range of asset classes, as well as shares, term deposits, unlisted investments and property syndicates.
All of these investments are administered through the one service^, meaning you and your adviser can easily review your entire portfolio, transact, manage administration of your investments and receive a consolidated statement to simplify completing your tax return.
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FirstChoice offers great value, real choice and award winning service.
With FirstChoice, you can access a range of over 1004 investment opportunities – from well-respected Australian and international fund managers, including specialist ‘boutiques’, across different asset classes like shares, fixed interest, property and cash – all in the one place.
FirstChoice’s award winning service also means consolidated tax statements commence mailing in July.
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FirstWrap & FirstChoice – now you have a choice of platforms from Australia’s largest wealth management organisation.3
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FirstWrap |
FirstChoice |
| FirstWrap provides access to a comprehensive range of managed funds, listed securities and unlisted investments. |
FirstChoice is a leader in providing value for money, market-leading service and a wide choice of managed funds and cash deposits. |
| FirstWrap |
FirstChoice |
| Minimum initial investment |
From $20,000 |
From $1,000* |
| Managed funds |
Y
More than 250 |
Y
More than 1004 |
| Direct shares |
Y |
N |
| Cash account |
Y |
N |
| Cash deposit choices |
Y |
Y |
| Term deposits |
Y |
Y |
Available in: -Investments
-Super
-Pension |
Y
Y
Y |
Y
Y
Y |
| Relationship |
Accessed through your
financial adviser |
Either through your financial adviser or direct with FirstChoice |
More information
To find out more speak with your financial adviser, call us on 13 13 36 or click below.