Why choose Imagine Wealth?
As an Investor with Imagine Wealth, you have access to a number of solutions to assist you to achieve your financial goals. Together with your Financial Adviser, Imagine Wealth provides you with efficient and personalised customer service, access to a broad range of investment options, regular communication and easy access to your account information.
Benefits of being an Imagine Wealth Investor
A competitive and flexible range of products
A diverse range of investment choices
A selection of insurance options to suit your lifestyle
Flexible investment management
Information about fund performance
A dedicated Client Services team
Online access to your investment information
Processing investment instructions online
A competitive and flexible range of products
Imagine Wealth offers you access to a carefully selected range of investment, superannuation and retirement solutions including:
The Imagine Wealth Superannuation and Rollover Division
The Imagine Wealth Allocated Pension Division
The Imagine Wealth Employer Superannuation Division
The Imagine Wealth Employee Superannuation Division
The Imagine Wealth Personal Superannuation Division
The Imagine Wealth Investment Service
A diverse range of investment choices
Together with your Financial Adviser, you will be able to diversify your investment portfolio by accessing a broad range of investment options from Australia's leading investment managers. Imagine Wealth provides you with access to over 210 managed investment options and direct shares.
Flexible Investment Management
As an Imagine Wealth Investor, together with your Adviser, you can choose the best way to manage your superannuation and investments according to your needs and lifestyle.
A selection of insurance options to suit your lifestyle
Imagine Wealth offers a range of insurance options that will enable you to tailor the type and amount of insurance cover to suit your particular needs.
Information about fund performance
Imagine Wealth has aligned itself with Australia's leading fund managers to provide you with a wide range of investment options. Information about the performance of your funds can be obtained by contacting your Financial Adviser or Imagine Wealth Client Services on 1300 368 947.
A dedicated Client Services team
Any enquiries you may have regarding your Imagine Wealth accounts can be directed to Imagine Wealth Client Services - a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Imagine Wealth Client Services provides you with quality and consideration that is unsurpassed in the financial services industry.
Online access to your investment information
Upon joining Imagine Wealth, you will be issued with an Investor code and password enabling you to easily and conveniently manage your investments online. You will be able to securely access online web pages and reports, providing you with up to date information relating to your account balances and investment details.
Processing investment instructions online
When you become an Imagine Wealth Investor you may choose to authorise your Adviser to place your investment or transaction instructions online, on your behalf. This functionality streamlines the administration process and provides you with value added efficiencies when instructing your Adviser to manage your investments. Please refer to the Product Disclosure Statement for additional detail about this process.
Competitive fee structure
Becoming an Imagine Wealth Investor ensures that you will benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost.
Tax Reporting
Imagine Wealth offers you detailed reporting and ensures your superannuation and investment information is consolidated for taxation purposes.
Automatic Rebalancing
You can choose to have your investments rebalanced automatically on a quarterly, half yearly or annual basis. This allows you to maintain control over your investments to ensure they are aligned with your financial goals.