The Fortnum Advice Wrap Products
Fortnum, with its partner BT Financial Group, has developed a suite of products that are exclusive to your Fortnum Financial Adviser.
There are four products available to our advisers and their clients. An overview of product features and functionality has been provided below.
Wrap enables our clients to enjoy the control, choice, flexibility and service clients would expect from an investment service.
Wrap is a very flexible product providing solutions for general investment clients, clients wanting to gear their assets and those wanting a solution for DIY SMSF. It offers a single point of access to a wide range of investment options including an extensive selection of wholesale managed funds & ASX listed securities. Wrap provides access to a Cash Account, which is used to settle transactions and pays a competitive interest rate. This means your money is always working for you.
The Fortnum Advice SuperWrap is designed to provide clients with greater control over their superannuation and pension investments.
SuperWrap gives you the flexibility to switch between investments as you need change. It provides both a regular contribution plan and a regular investment plan making it easy to control your cash flow.
Investors moving from personal super to pension phase are able to maintain the same holdings and from a client perspective the assets are moved seamlessly. This means no time out of the market!
Wrap Essentials and SuperWrap Essentials
Wrap Essentials and SuperWrap Essentials offer investors the ability to select from 84 retail style funds including Multi-manager products.
The Wrap Essentials products are ideal for clients in start-up phase. With a Distribution Reinvestment Plan, Regular Deposit Plan and Regular Investment Plan the Essentials range make it easy to manage your investments.
For further information and copies of our Product Disclosure Statements on these products please contact your Fortnum Adviser.
If you don’t have a Fortnum Adviser, one can be easily located on our “Find an Adviser” tab.