Every client’s investment needs are unique. That’s why Grow Wrap offers you cost-effective and flexible administration management options that grow with your clients’ changing needs.
You can choose from our ‘Essentials’ package for clients with straight forward managed funds and term deposit needs, offering a competitively priced solution for clients with as little as $50,000. As their needs evolve, you can easily add ‘Optional Extras’ like equities trading, Separately Managed Accounts (SMAs) and more specialist managed fund options.
Your clients will receive fund manager fee rebates on more than half of the managed funds available, which reduce the overall cost they pay.
Plus you can offer more savings with a 20% Family Discount* for parents, children and grandparents, as well as related entities.
Monday to Friday 8am to 7pm (AEST)
Speak to one of our Business Development Managers, email firstname.lastname@example.org or call the Grow Wrap Team today.
Contact the Adviser Training team to book in a Grow Wrap training session for you and your practice staff.
Login to the Grow Wrap adviser portal to efficiently set up and manage your client wrap accounts online.