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Take control of your own financial future. Enjoy the choice and control you deserve using Netwealth’s wide range of investment and superannuation options.

Personal solutions

Next gen super and investment technology

Access the latest technology and innovations to manage your super and investment portfolio your way. Find out how you can get access to our comprehensive set of online tools.

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60,000+
Netwealth account holders

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$20+ billion FUMA (funds under management and administration)

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2,000+ advisers
using the platform

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250+
Netwealth staff members

Cultural mega-trends that matter to financial advice

Examine important cultural behavioural shifts that are happening right now and how financial advice practices can take advantage of them.

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What life really looks like with managed accounts

Learn from advisers how managed accounts are transforming advice.

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2019 AdviceTech Research Report

In this report we examine the twenty-six technologies used by advisers.

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Insights

 

Business management

A podcast series for financial advisers

Matt Heine chats to industry professionals on what opportunities and challenges they see for advisers.

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Innovation

Building tomorrow's advice firm

Hear from financial advisers who share how they're future-proofing their business by managing shifts in consumer expectations.

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Advice strategies

What you need to know to wind up a SMSF the right way

Understand the changes to SMSFs and what to consider if you're thinking about winding one up.

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Advice strategies

How to build an offer for Generation X&Y

Discover what your offering should look like if you want to attract more of this demographic.

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