Why choose Imagine Wealth?

Imagine Wealth provides Advisers with the opportunity to offer their clients a broad range of investment options with superior service quality and a competitive pricing structure.

Major Benefits to Imagine Wealth Advisers

Free MoneyOne® Office Software

Comprehensive Reporting

Website functionality through MoneyOne® Online

Quality Administration

Dedicated & Professional Service Teams

MoneyOne® Office ADVISER EDITION As an Imagine Wealth Adviser you are provided with exclusive access to MoneyOne Office software. MoneyOne Office provides you with features which allow you to efficiently manage your clients , including the easy generation of FSR compliant Statement of Advice (SOA) documents, electronic processing and other tools, assisting you to provide a more proficient service offering to your clients. Contact Imagine Wealth Client Services on 1300 368 947 or visit www.moneyone.com.au for more information.

Benefits of MoneyOne® Office include:

An intuitive and easy to use system - your support staff can easily produce SOAs, SORs and pre-populated application forms;

Client data which resides on your desktop - making data retrieval swift and reliable;

One key entry - reducing errors and increasing efficiency;

Integration with the Imagine Wealth website to provide a seamless download of reports;

Improvements in practice productivity and efficiency by allowing office tasks to be assigned and tracked through one interface reducing time spent on client reviews and the preparation of application forms; and

Efficient document management - documents can be associated with clients and shared electronically throughout the office.

Comprehensive Reporting

Through MoneyOne Office and the Imagine Wealth website, you are able to obtain a complete assessment of your clients' financial status by accessing date ranged reports including:

Comprehensive earnings reports;

Transaction reports;

Total Asset Allocation reports; and

Batched reports.

Website functionality through MoneyOne® Online

MoneyOne Online provides you with a secure website service featuring access to a variety of tools and information including:

Data mining and research tools;

Adviser commission reports;

Progress reports to track applications; and

Technical support information.

Quality administration

Imagine Wealth's platform partner, Oasis Asset Management, provides responsive and efficient administration. Oasis sets new benchmarks in service quality for administration providers and monitors service delivery to ensure consistency in the achievement of high service standards.

Dedicated & Professional Service Teams

Imagine Wealth offers Advisers personalised service through its Client Services and dedicated Sales Support teams.